CAPTRUST

CAPTRUST is a majority employee owned, independent registered investment advisor providing fiduciary advisory services across three client segments: individuals and families, retirement plan sponsors seeking investment management and defined contribution plan consulting, and endowments and foundations seeking fiduciary investment consulting on asset allocation, governance, spending policy, and mission aligned strategies.[Firm website]

The firm operates from a nationwide office network and describes its leadership as drawing on many former chief executives of the independent practices that have joined the CAPTRUST platform over the years, alongside a long standing emphasis on client retention across its advisory relationships.[Firm website]