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Lexington-film

Non-branch Location
Lexington, KY 40509

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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.

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Lexington, KY

Non-branch Location
Lexington, KY 40509