CAPTRUST is a leading financial and investment advisory firm dedicated to enriching the lives of clients through sound financial guidance, integrity, and exceptional service. Established in 1997, CAPTRUST caters to a diverse clientele, including individual investors, business executives, nonprofit organizations, and educational institutions. Their comprehensive suite of services includes wealth planning, investment advice, fiduciary services, and risk management, tailored to meet the unique needs and goals of each client.

As fiduciaries, CAPTRUST prioritizes clients' interests, ensuring transparency and accountability in every interaction. With a commitment to independence, the firm does not accept gifts or incentives from industry vendors, fostering an unbiased approach to advising. Their focus on collaboration and community engagement drives their mission to create positive impacts in the areas they serve.

CAPTRUST's deep expertise and industry experience enable them to negotiate favorable terms and access top-tier investment strategies, making them a trusted partner for sustainable financial success. Their client retention rate speaks to their dedication, with 98% of clients choosing to stay since 2010.