CAPTRUST | Raleigh NC

CAPTRUST is a leading financial advisory firm founded in 1997, committed to enriching the lives of clients through integrity, sound financial advice, and exceptional service. With a strong emphasis on fiduciary responsibility, CAPTRUST places clients' interests at the forefront of every decision, ensuring tailored investment and wealth-planning solutions that cater to a diverse clientele including individuals, executives, families with complex needs, and organizations such as nonprofit entities and educational institutions.

The firm offers a wide range of services, including investment advisory, risk management, and co-fiduciary services aimed at delivering effective retirement solutions. CAPTRUST's team of best-in-class financial advisors brings decades of experience, leveraging its scale to negotiate better fees and access top-tier investment managers. A hallmark of their commitment is the high client retention rate, reflecting their dedication to exceptional service and ethical standards. CAPTRUST also actively contributes to community welfare through its charitable foundation, enriching children's lives across the communities they serve.