CAPTRUST Financial Advisors provides advisory services to qualified plans. Providing investment advisory services as a group since 1989, we are uniquely qualified to act as advisor and fiduciary to your plan. CAPTRUST:

  • Is federally registered as an investment advisor under the Investment Advisers Act of 1940. We apply our unbiased selection and rigorous standards to help you provide quality, lower cost investment options to your plan participants.
  • Contractually accepts the role of fiduciary to your plan.  In so doing, we reduce your personal liability.
  • Utilizes an ‘open architecture’ model.  This allows us to select a full spectrum of asset classes and ‘best in class’ mutual fund managers from the entire investment universe.
  • Is a ‘revenue neutral’ provider for Freedom401k™ plans. We retain no 12b-1 fees or revenue of any kind from the funds we recommend. Any revenue received is automatically credited to plan assets
  Vested Magazine -Summer 2016
In this issue, we cover building a second act, making your credit score shine, a smarter future for seniors, estate planning, charitable giving, and tai chi for balancing body, mind, and life.
  Vested Magazine -Winter 2016
In this issue, we cover topics such as the biggest risk to your investments, retiring in urban cities, love and money, mountain climbing, beneficiary designations, and paying it forward with scholarships.


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