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Retirement Plans
CAPTRUST for Institutions

CAPTRUST Institutional Services Overview

CAPTRUST provides investment advisory, asset management, and planning services to institutional investors such as retirement plan fiduciaries, endowments, foundations, and religious entities.

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.