CAPTRUST offers a wide array of services to institutional clients, including corporate and higher-education retirement plans, foundations and endowments, and religious organizations. It delivers fiduciary investment advice, always in the best interests of its clients.
CAPTRUST acts as a fiduciary and investment advisor to some of the country’s biggest retirement plans. Its financial advisors’ have no products to sell and are in a position to offer truly objective advice.
Client assets under advisement: $523 billion
Client assets under management: $61 billion