CAPTRUST Institutional Advisory

CAPTRUST Fiduciary Scorecard

CAPTRUST has created the Fiduciary Readiness Scorecard to assist Plan Sponsors with understanding their risk management approach with overseeing their fiduciary responsibilities.  Our goal is to help Plan Sponsors create successful plan designs to best serve participants.

We invite you to provide your contact details below.  A member of our Retirement Consulting Team will be in touch shortly after completion to conduct the CAPTRUST Fiduciary Readiness Scorecard with you.  Results will be shared with you upon completion of your time. 

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Our-Approach

Built for the Long Horizon

Institutional investors deserve more than reactive strategies. We deliver frameworks designed to perform across full market cycles.

Resilient Portfolios

We construct portfolios stress-tested against historical downturns, ensuring institutional capital is protected when markets turn.

Disciplined Allocation

Our evidence-based approach to asset allocation removes emotion from decision-making, maintaining course through volatility.

Outcome-Driven Strategy

Every recommendation is anchored to your organization’s specific liability profile, time horizon, and risk tolerance.

Why CAPTRUST

Steady Hands in
Uncertain Markets

Market disruptions are inevitable. The difference lies in preparation. CAPTRUST’s institutional advisory team brings decades of experience guiding endowments, foundations, and corporate plans through every kind of storm.

Our fiduciary commitment means your interests always come first — no proprietary products, no conflicts of interest. Just independent, research-driven advice built for institutional outcomes.

$750B+

Assets Under Advisement

40+

Years of Experience

1,400+

Team Members Nationwide

95%

Client Retention Rate

Get Started

Ready to Navigate Forward?

Connect with our institutional advisory team for a confidential conversation about your portfolio strategy.

Access the Survey