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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

Professional athletes seeking a comprehensive approach to their finances that addresses both their current and post-playing-career needs and concerns.

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Executives & Business Owners

Successful executives and business owners who need help managing their complex financial lives among the competing demands on their time.

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Retirement Plan Participants

Retirement plan participants who receive financial wellness and individualized retirement advice from their employers’ CAPTRUST-advised plan.

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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.

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Business Succession
Planning

Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.

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Cash Flow
Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.

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Charitable Gift
Planning

Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.

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Corporate Benefits
Planning

Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions

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Education, Estate, &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-germ goals to protect and preserve substantial assets.

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Insurance
Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.

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Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

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Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

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Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

icon

Account
Aggregation

Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.

icon

Cash Flow
Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.

icon

Charitable Gift
Planning

Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.

icon

Education, Estate &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-germ goals to protect and preserve substantial assets.

icon

Insurance
Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.

icon

Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

icon

Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

icon

Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

icon

Account
Aggregation

Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.

icon

Business Succession
Planning

Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.

icon

Cash Flow
Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.

icon

Corporate Benefits
Planning

Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions

icon

Education, Estate, &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-germ goals to protect and preserve substantial assets.

icon

Insurance
Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.

icon

Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

icon

Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

icon

Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

icon

Account
Aggregation

Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.

icon

Cash Flow
Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.

icon

Charitable Gift
Planning

Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.

icon

Education, Estate &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-germ goals to protect and preserve substantial assets.

icon

Insurance
Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.

icon

Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

icon

Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

icon

Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

icon

Account
Aggregation

Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.

icon

Cash Flow
Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.

icon

Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

icon

Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

icon

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.

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Funding Life Goals

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.

Investment Management

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.

Risk Management

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.