3 weeks ago
Fiduciary Update | May 2022
In this edition of Fiduciary Update, CAPTRUST shares insights on...
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Non-branch Location
Lexington,
KY
40509
Phone: 859.286.1040
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Institutional Retirement
Endowments & Foundations
Introduction
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.
Our Team
CAPTRUST’s Lexington-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. Our team is passionate about helping and has substantial experience in the higher education and healthcare industries.
Joey Payne
Senior Financial Advisor
News & Resources
Retirement Plans
Wealth Management
1 month ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Retirement Plans
4 months ago
Fiduciary Update | February 2022
In this edition of Fiduciary Update, CAPTRUST’s Drew McCorkle enlightens...
Wealth Management
4 months ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
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