CAPTRUST
CAPTRUST is a financial services firm offering wealth planning, investment advice, and fiduciary services to a diverse clientele, including individual investors, nonprofit organizations, and professional athletes, across over 90 locations nationwide.
CAPTRUST Financial Services
CAPTRUST provides comprehensive wealth planning and investment advice tailored to the unique needs and goals of its clients. The company offers a suite of services including financial planning, portfolio management, investment advice, and concierge family office services. CAPTRUST serves individual investors, executives, business owners, families with complex needs, and professional athletes. The firm's commitment to personalized financial strategies sets it apart in the sector.
Investment Advice and Retirement Solutions
CAPTRUST delivers investment advisory and co-fiduciary services designed to enhance total retirement solutions. These services are aimed at ensuring more effective retirement planning and investment strategies. CAPTRUST's expertise in this area can help clients navigate the complexities of retirement planning, offering solutions that are both reliable and tailored to individual retirement needs.
CAPTRUST Services for Nonprofit Organizations
CAPTRUST serves nonprofit organizations by providing investment, fiduciary, and risk management services. These services are designed to help nonprofits manage their financial resources effectively, ensure compliance with fiduciary responsibilities, and mitigate risks. CAPTRUST leverages its expertise to support the financial sustainability and mission of nonprofit entities.
CAPTRUST Nationwide Presence
CAPTRUST operates over 90 locations nationwide, employing more than 1,550 individuals. This extensive network enables CAPTRUST to offer its services across a broad geographic area, providing local expertise and personalized service to clients in various regions. The company's national presence ensures accessibility and consistency in delivering high-quality financial services.
CAPTRUST Community Foundation
CAPTRUST manages a community foundation focused on enriching the lives of children in the communities it serves. The foundation seeks to make a positive impact by supporting initiatives and programs dedicated to children's well-being and development. This commitment reflects CAPTRUST's broader dedication to social responsibility and community engagement.