Captrust

About Captrust

Captrust is an independent investment management firm that provides a range of financial services including investment advisory, retirement plan consulting, and wealth management. Founded in 1989, the firm has grown significantly, serving a diverse clientele that includes individuals, institutions, and retirement plans. Captrust is known for its fiduciary approach, prioritizing the best interests of its clients in all investment decisions. The firm leverages a combination of proprietary research and market insights to deliver tailored investment solutions. With a commitment to transparency and integrity, Captrust aims to empower clients to achieve their financial goals through informed decision-making and strategic planning.

Company facts

Industry

Investment Management

Sub-industries

Wealth Management, Retirement Planning, Investment Advisory, Financial Consulting, Institutional Investment

Location

Raleigh, United States

Employees

1K–5K

Revenue (USD)

<1M

Founded

1989

Products and services

• Portfolio Management
• Asset Allocation
• Risk Management
• 401(k) Consulting
• Pension Plan Management
• Employee Education
• Financial Planning
• Tax Optimization
• Estate Planning

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