The CAPTRUST Difference
Depth. Access. Leverage.
We understand that it can be very difficult to discern the differences between CAPTRUST and its competitors. To the untrained eye, we all look the same. And yet, we offer many advantages.
We are different.
Click here to learn why.
CAPTRUST for Institutions
As one of the largest registered investment advisors in the U.S., we offer a broad range of services to institutional clients, including corporate and higher-education retirement plans, foundations and endowments, and religious organizations.
Two things remain consistent across the breadth of services we offer and client types. Our financial advisors deliver fiduciary investment advice, always in the best interests of their clients, and we seek to add value above and beyond strictly investment returns.
CAPTRUST for Individuals
We have gleaned insights over the past 30 years acting as a fiduciary and investment advisor to some of the country’s biggest retirement plans that we can apply to your challenges.
Our size provides us with access to best-in-class investment managers that we couple with customized wealth planning services. Our business model means that our financial advisors’ interests are aligned with yours. They have no products to sell and are in a position to offer truly objective advice.
Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
News & Resources
Stay informed with the latest insights and happenings from CAPTRUST.
9 hours ago
Beyond the Headlines (Webinar Recording)
In this webinar recording, a panel of CAPTRUST experts discuss…
3 days ago
CCF Announces Giving Thanks Campaign
CAPTRUST Community Foundation Donates $450,000 to Charities Across the U.S….
2 weeks ago
Post-Election Market Update
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin…
2 weeks ago
Upcoming Webinar! How Nonprofits Are Successfully Fundraising in 2020
You’re invited to join a panel of CAPTRUST experts as…
What’s on your mind?