Individual Investors
Individuals needing comprehensive wealth planning, risk management, and investment services tailored to their risk profile and goals.
Learn MoreProfessional Athletes
Professional athletes seeking a comprehensive approach to their finances that addresses both their current and post-playing-career needs and concerns.
Learn MoreExecutives & Business Owners
Successful executives and business owners who need help managing their complex financial lives among the competing demands on their time.
Learn MoreFamilies with Complex Needs
Many families have considerations and require coordination that go beyond the scope of services that most wealth management firms can deliver.
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Account
Aggregation
Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Business Succession
Planning
Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.
Cash Flow
Planning
Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Charitable Gift
Planning
Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.
Corporate Benefits
Planning
Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions
Education, Estate, &
Legacy Planning
Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
Exit
Planning
Helping entrepreneurs and business owners address the personal, tax, legal, and financial aspects of the sale of a business.
Family Governance
Planning
Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.
Family Philanthropic
Planning
Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Insurance
Planning
Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Performance
Reporting
Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
Portfolio Construction &
Management
Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
Retirement
Planning
Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
Risk
Management
Often used in place or alongside insurance planning or alongside, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
Tax
Consulting
Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.
Account
Aggregation
Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Cash Flow
Planning
Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Charitable Gift
Planning
Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.
Education, Estate &
Legacy Planning
Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
Family Governance
Planning
Family investment and multi-generation strategies, including education, distribution planning, and long-term trustee solutions.
Family Philanthropic
Planning
Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Insurance
Planning
Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Performance
Reporting
Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
Portfolio Construction &
Management
Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
Retirement
Planning
Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
Risk
Management
Often used in place or alongside insurance planning or alongside, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
Tax
Consulting
Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.
Account
Aggregation
Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Business Succession
Planning
Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.
Cash Flow
Planning
Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Corporate Benefits
Planning
Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions
Education, Estate, &
Legacy Planning
Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
Exit
Planning
Helping entrepreneurs and business owners address the personal, tax, legal, and financial aspects of the sale of a business.
Family Governance
Planning
Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.
Family Philanthropic
Planning
Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Insurance
Planning
Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Performance
Reporting
Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
Portfolio Construction &
Management
Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
Retirement
Planning
Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
Risk
Management
Often used in place or alongside insurance planning or alongside, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
Tax
Consulting
Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.
Account
Aggregation
Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Cash Flow
Planning
Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Charitable Gift
Planning
Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.
Education, Estate &
Legacy Planning
Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
Family Governance
Planning
Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.
Family Philanthropic
Planning
Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Insurance
Planning
Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Performance
Reporting
Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
Portfolio Construction &
Management
Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
Retirement
Planning
Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
Risk
Management
Often used in place or alongside insurance planning or alongside, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
Tax
Consulting
Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.
Account
Aggregation
Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Business Succession
Planning
Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.
Cash Flow
Planning
Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Corporate Benefits
Planning
Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions
Education, Estate, &
Legacy Planning
Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
Exit
Planning
Helping entrepreneurs and business owners address the personal, tax, legal, and financial aspects of the sale of a business.
Family Governance
Planning
Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.
Family Philanthropic
Planning
Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Insurance
Planning
Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Performance
Reporting
Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
Portfolio Construction &
Management
Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
Retirement
Planning
Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
Risk
Management
Often used in place or alongside insurance planning or alongside, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
Tax
Consulting
Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.
Grow with CAPTRUST.
Grow with advisors you trust.
I. Funding Life Goals
From retirement planning to education funding, eldercare considerations, and legacy planning.
CAPTRUST financial advisors work with their clients to understand their most urgent concerns and create custom financial strategies to set them on the right path.
II. Investment Management
A financial plan is only as good as the investment engine that powers it.
CAPTRUST builds, manages, and monitors investment portfolios for clients that are tailored to their personal risk tolerances and designed to help them achieve their financial and life goals.
III. Risk Management
Protecting against unforeseen events is a critical part of a well-crafted plan.
CAPTRUST helps clients identify the many risks they face, stress test their financial plans, and implement strategies to manage risks to their lives, goals, and plans.
