CAPTRUST Solutions
Comprehensive planning, investment advisory, and fiduciary services delivered by experienced advisors.
CAPTRUST Solutions
We’re confident that the more you learn about us, the more you’ll find to like.
Comprehensive planning, investment advisory, and fiduciary services delivered by experienced advisors.
Individuals & Families
Individuals & Families
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
Retirement Plan Sponsors
Retirement Plan Sponsors
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Endowment & Foundation Leaders
Endowment & Foundation Leaders
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Services
What We Provide
Retirement Plan Sponsors
Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.
Provide consultative support on all aspects of your plan’s valuation and to meet all filing, certificate, and disclosure requirements.
Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.
One-on-one advice and financial wellness education to help employees maximize employer benefits and enhance their overall financial well-being.
Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Periodic updates on retirement plan related issues and developments and best practices for retirement plan committee members.
Creation and management of an age-based asset allocation strategy for retirement plan participants that becomes more conservative over time.
Identification and structuring of appropriate investment options to be included in a defined contribution plan.
Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu.
Comply with regulations while getting strategic advice to help ensure your plan delivers benefits in line with your objectives.
Development of supplemental retirement savings plans to recruit, reward, and retain key employees.
Discretionary portfolio management that includes asset allocation, plus ongoing investment selection and monitoring for a pension plan.
Analysis and support for sponsors looking to offload pension plan risk via lump sum or annuity payments.
Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.
Individual & Families
Secure online portal enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.
Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.
Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends, and distributions.
Periodic updates on retirement plan related issues and developments and best practices for retirement plan committee members.
Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
Often used in place of or alongside insurance planning, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
Tax consulting and compliance for individuals, trusts, estates, flow-through entities, and closely held entities.
Endowment & Foundation Leaders
Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.
Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.
Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.
Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.
Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.
Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.
Portfolio recommendations and changes implemented in collaboration with an investment committee.
Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.