CAPTRUST is a brand that provides investment advisory services to retirement plan fiduciaries, endowments, foundations, as well as wealth planning services to executives, business owners, and families. With $630 billion in client assets under advisement and 85 locations, CAPTRUST combines local presence with the strength of a national firm. As one of the largest registered investment advisors in the U.

S., CAPTRUST offers a broad range of services to institutional clients, including corporate and higher-education retirement plans, foundations, and endowments. What sets CAPTRUST apart is their dedication to providing objective fiduciary advice and their commitment to adding value above and beyond strictly investment returns. For individuals, CAPTRUST leverages insights gained from their experience working with some of the country's largest retirement plans to deliver customized wealth planning services and access to best-in-class investment managers.

With a mission to enrich the lives of clients, colleagues, and communities, CAPTRUST is dedicated to providing sound financial advice, integrity, and a commitment to service beyond expectation