Healthcare Organizations

For healthcare organizations such as hospitals, clinics, assisted living facilities, and healthcare foundations striving to support the health and well-being of their communities.

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How Can We Help?

We focus on your mission when developing investment policies and making recommendations, balancing the need for growth with required risk management to guide our healthcare clients’ operating and long-term reserve investment programs.

Our advisors work closely with management teams and investment committees to understand day-to-day and short- and long-term operating environments to optimize risk and return profiles of investment program assets.

We also provide retirement plan consulting services to healthcare organizations and advisory services to affiliated foundations.

Our Suite of Services

3(21) & 3(38) Services

We offer ERISA fiduciary risk oversight through 3(21) and 3(38) advisory services, supporting defined contribution plans with sound fiduciary practices.

Asset Allocation

We help structure investment portfolios by spreading assets across a range of strategies to manage risk while seeking appropriate returns.

CAPTRUST at Work

Through one-on-one guidance and tailored financial education, we equip employees to make the most of their workplace benefits and pursue stronger personal financial outcomes.

Fee Benchmarking

We conduct regular reviews to help assess how plan fees compare to marketplace standards and ensure they remain reasonable and competitive.

Fiduciary Training

Our fiduciary education sessions provide ongoing insights for plan committees, covering regulatory updates and plan management best practices.

Glidepath Development & Monitoring

We assist in designing and maintaining glidepaths—age-based investment strategies that evolve to become more conservative as participants approach retirement.

Investment Menu Design

Our team works with plan sponsors to identify and structure a diversified menu of investments tailored to plan goals and participant needs.

Investment Policy Development & Review

We support clients in building, documenting, and maintaining effective investment policy statements to guide decision-making and oversight.

Liability-Driven Investing

We help defined benefit plans align investment strategies with their projected liabilities while focusing on long-term funding goals and risk control.

Manager Search & Selection

We oversee the process of identifying, evaluating, and recommending investment managers who align with the plan’s strategy and objectives.

Nonqualified Executive Benefits

We help organizations attract and retain top talent by developing supplemental retirement plan options for executives beyond standard offerings.

OCIO

Our outsourced chief investment officer (OCIO) service delivers discretionary portfolio management, including strategic allocation and investment implementation.

Pension Risk Transfer Consulting

We guide plan sponsors through de-risking strategies—such as lump sum windows and annuity buyouts—to manage or reduce pension plan liabilities.

Performance Reporting & Monitoring

Our team provides detailed performance reviews each quarter to evaluate managers and portfolios against benchmarks and peer groups.

Plan Design Benchmarking

We analyze plan features and design elements to help you understand how your offering compares in terms of cost-efficiency, competitiveness, and effectiveness.

Plan Financing & Security

We offer insight on plan financing structures, including asset solutions that may help mitigate liabilities for nonqualified deferred compensation programs.

Recordkeeper Search

We manage the process of evaluating, selecting, and transitioning to a retirement plan recordkeeper suited to your organization’s evolving needs.

CAPTRUST at Work

CAPTRUST at Work is our workplace financial wellness platform, offering tailored education and personalized advice to help employees gain clarity, take action, and feel confident about their financial futures.

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chairman and Chief Executive Officer

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