CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals. 

Finance

CAPTRUST

CAPTRUST's headquarters in Raleigh, NC, United States

The Greenwich office focuses on wealth management, investment strategies, and client services for institutional and individual clients.

Greenwich

The Bethlehem office focuses on wealth management and business development, supporting client relationship and financial planning services.

Bethlehem

This department focuses on analyzing and communicating performance metrics to support decision-making and enhance organizational effectiveness.

Performance Reporting

This department provides expert financial guidance and management services to clients, helping them achieve their financial goals.

Financial Advisory

This department focuses on managing client relationships and ensuring customer satisfaction through consultation and support.

Client Management

This department focuses on providing comprehensive financial planning and client relationship management services within the wealth management sector.

Wealth Management

This department focuses on managing and enhancing relationships with clients to drive business development and support customer satisfaction.

Relationship Management

The Investment Management team at CAPTRUST is responsible for developing and executing investment strategies tailored to the unique needs of clients, including retirement plan sponsors and institutional investors. This team conducts in-depth research and analysis across various asset classes, oversees portfolio management, and ensures effective allocation of investments. By leveraging expertise in market trends and risk assessment, they aim to optimize client portfolios and achieve long-term financial goals.

Investment Management

This department focuses on high-level strategic planning and decision-making for the organization.

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Other teams

Financial Advisory

Client Management

Wealth Management

Relationship Management

Investment Management

Executive Leadership