CAPTRUST

CAPTRUST is a financial advisory firm serving individuals and families, retirement plan sponsors, endowments, and foundations. Its Montgomery, Alabama team provides localized investment and financial guidance, helping clients align financial decisions with their goals and responsibilities. The office serves individual investors, executives and business owners, families with complex needs, and organizations across corporate, educational, healthcare, nonprofit, and government sectors.

For individuals and families, CAPTRUST offers wealth planning and portfolio management, along with support for family governance and philanthropic strategies. Nonprofit services include investment management, outsourced chief investment officer (OCIO) services, performance reporting, donor development, and committee education. Retirement plan sponsors can access fiduciary partnerships, 3(21) and 3(38) advisory services, plan design optimization, financial wellness programs, and OCIO support.

The Montgomery team emphasizes ethical advice and a client experience grounded in understanding what matters to each client. Its advisors also share educational resources, including articles, podcasts, videos, and webinars on financial planning, nonprofit investment, retirement plans, and fiduciary guidance. CAPTRUST’s Montgomery office is located at 1 Commerce Street, Suite 800.