Individual Investors & Families
Individuals and families needing comprehensive wealth planning, risk management, and investment services tailored to their risk profile and goals.
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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 MoreRetirement Plan Participants
Retirement plan participants who receive financial wellness and individualized retirement planning advice from their employers’ CAPTRUST-advised plan.
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Account
Aggregation
Secure online tools to allow clients to view their complete financial picture in a single place.
Business Succession Planning
Financial planning and risk management related to the retirement, disability, or death of a business owner or other key employee.
Cash Flow Planning & Projection
Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.
Charitable Gift
Planning
Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death.
Corporate Benefits Planning
Helping key employees understand their corporate benefits and how they coordinate with their needs, goals and financial objectives.
Education, Estate, & Legacy Planning
Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.
Insurance Analysis & Planning
Evaluation of risks and potential insurance needs and development of strategies to address them.
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.
Account
Aggregation
Secure online tools to allow clients to view their complete financial picture in a single place.
Cash Flow Planning & Projection
Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.
Charitable Gift
Planning
Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death.
Education, Estate & Legacy Planning
Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.
Insurance
Planning
Evaluation of risks and potential insurance needs and development of strategies to address them.
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.
Account
Aggregation
Secure online tools to allow clients to view their complete financial picture in a single place.
Business Succession Planning
Financial planning and risk management related to the retirement, disability, or death of a business owner or other key employee.
Cash Flow Planning & Projection
Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.
Corporate Benefits Planning
Helping key employees understand their corporate benefits and how they coordinate with their needs, goals and financial objectives.
Education, Estate, & Legacy Planning
Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.
Insurance Analysis & Planning
Evaluation of risks and potential insurance needs and development of strategies to address them.
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.
Account
Aggregation
Secure online tools to allow clients to view their complete financial picture in a single place.
Cash Flow Planning & Projection
Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.
Charitable Gift Planning
Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death.
Education, Estate & Legacy Planning
Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.
Insurance
Planning
Evaluation of risks and potential insurance needs and development of strategies to address them.
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.
Account
Aggregation
Secure online tools to allow clients to view their complete financial picture in a single place.
Cash Flow Planning & Projection
Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.
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.
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.