captrustadvisors.com
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Welcome to the new captrustadvisors.com!We've added new content, freshened up the look, and made it easier to navigate. Contact us at info@captrustadvisors.com with feedback.Utility NavigationSubmit Your RFPCareersContact UsFind an AdvisorYour AccountMenuPrimary NavigationWho We AreWho We AreCAPTRUST Financial Advisors is a 100% employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, NC with offices located across the U.S.Our PeopleExecutive CommitteeFinancial AdvisorsConsulting Research GroupBusiness Operations GroupAdvisor Support GroupCorporate HeritageGuiding PrinciplesBoard of AdvisorsCAPCommunity FoundationWhat We DoWhat We DoCAPTRUST Financial Advisors specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.Wealth ManagementIndividual Investors and FamiliesWealth planning, risk management, and investment services.Executives and Business OwnersCorporate benefits planning, risk management, and investment services.Professional AthletesCash management, risk management, and post-career planning for the unique needs of professional athletes.Retirement Plan ParticipantsWealth management services for participants in CAPTRUST-advised retirement plans.Institutional ConsultingDefined Contribution PlansInvestment and fiduciary services for 401(k), 403(b), and other defined contribution plans.Defined Benefit PlansInvestment and fiduciary services for defined benefit pension plans.Nonqualified Executive BenefitsInvestment and plan management services for nonqualified deferred compensation plans.Recent NewsPress ReleasesRecognition In the Community Resources Resources Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group. Wealth Management Feature Articles Columns Investment Strategy Market Thoughts Position Papers Institutional Consulting Feature Articles Investment Strategy Market Thoughts Fiduciary Updates Plan Sponsor eBrief Position Papers Defined Contribution Plans We help 401(k) and 403(b) plan sponsors manage their plans more effectively with our independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management. Defined Benefit Plans We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets. Nonqualified Executive Benefits We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and complete transparency. Wealth Management We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most impo
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