ABOUT US
In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support. Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the nation.1
We recognize what is required for clients to continually entrust their financial affairs and investment assets to us. We are pleased to maintain a 98% client retention rate and to be recognized as one of the nation’s top retirement plan advisory firms.
(1) - 2009 PLANSPONSOR Magazine Consultant Survey
