Captrust

The company offers wealth planning and investment advice for individuals, tailored to their needs and goals.

CAPTRUST provides planning, investment advisory, and fiduciary services through its financial advisors.

CAPTRUST provides investment, fiduciary, and risk management services for endowments, foundations and nonprofit organizations.

CAPTRUST offers comprehensive wealth planning and investment advice to individual investors, tailored to their unique needs and goals.

Endowments and foundations may want to look to alternative investments as an option to diversify their portfolios, enhance returns, or generate income.

Alternative investments—also called alts—represent a departure from traditional avenues such as stocks, bonds, and cash equivalents.

President Trump signed an executive order directing the DOL to reexamine duties regarding alternative investments in certain defined contribution plans.

The video features Debra Gates discussing conversations about finances.

The Triangle Business Journal ranked CAPTRUST tenth among the 50 fastest-growing private companies in the Raleigh, Durham, and Chapel Hill area for 2022.

Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to Watch lists.

Fourteen CAPTRUST advisors were recognized on the National Association of Plan Advisors (NAPA) 2021 Top Women Advisors list. NAPA received more than 700

On October 11, the IIDC announced the endorsement of the diversity recommendations to the SEC.

The company says it is building an organization.

Anne provides investment advisory, financial planning, and wealth management services to high-net-worth individuals, families, and institutions. Before joining CAPTRUST in 2019, Anne provided wealth management services at Wachovia Wealth Management.

Bob joined CAPTRUST in 2013 as a senior financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Bob served as an associate with Mercer and has worked in the industry since 1995.

Brett became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. He serves as a financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives.

The company's financial advisors, leadership, and board of directors represent subject matter experts from a range of fields.

The company's mission is to enrich clients' lives through financial advice, integrity, and a commitment to service.

CAPTRUST is committed to designing and implementing a framework for inclusion, diversity, and belonging.

The company answers questions about financial planning.

The company has a nationwide team of advisors that offers financial services to a range of clients.

The company says information provided is confidential and will not be used without consent.