Question 1

What services does CAPTRUST offer?

Accepted Answer

CAPTRUST offers a wide range of financial services, including comprehensive wealth planning, investment advisory, and co-fiduciary services for individuals, families, corporations, nonprofits, and other organizations.

Question 2

Who are CAPTRUST's clients?

Accepted Answer

CAPTRUST serves a considerable group of clients, including individual investors, executives and business owners, families with complex needs, professional athletes, retirement plan sponsors, corporations, educational institutions, healthcare organizations, nonprofits, government entities, endowment and foundation leaders, healthcare and educational services organizations, community and private foundations, religious organizations, and membership organizations.

Question 3

What is CAPTRUST's approach to financial services?

Accepted Answer

CAPTRUST's approach is to provide tailored, comprehensive wealth planning and investment advice to meet the unique needs and goals of each client. They aim to deliver effective total retirement solutions and investment, fiduciary, and risk management services for their clients.

Question 4

Where is CAPTRUST located?

Accepted Answer

CAPTRUST has a nationwide team of expert advisors, with locations that can be searched by city, state, or zip code on their website.

Question 5

What resources does CAPTRUST offer?

Accepted Answer

In addition to their financial services, CAPTRUST provides various resources for their clients, including articles, podcasts, videos, and webinars on relevant financial topics.

CAPTRUST

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About CAPTRUST

Frequently Asked Questions about CAPTRUST

What services does CAPTRUST offer?

Who are CAPTRUST's clients?

What is CAPTRUST's approach to financial services?

Where is CAPTRUST located?

What resources does CAPTRUST offer?

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