Lexington, KY
CAPTRUST’s Lexington-based office specializes in solutions for retirement plan sponsors.
Endowment & Foundation Leaders
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Retirement Plan Sponsors
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
CAPTRUST
Lexington, KY
Our expert team is passionate about helping clients in the Lexington, KY area with their retirement plan needs. Plus, our national network of CAPTRUST financial advisors ensures we can support your additional financial goals.
Our Team
Joey Payne
Senior Financial Advisor
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We offer a hands-on approach to our institutional clients, assisting them with all aspects of their fiduciary responsibilities.