CAPTRUST

About CAPTRUST

CAPTRUST is an independent, SEC-registered investment research and advisory firm, founded in 1997 and headquartered in Raleigh, North Carolina. It acts as a fiduciary and provides investment advisory and asset management services to a diverse client base of retirement plan sponsors, endowments, foundations, and private individuals. With multi-decade continuity, CAPTRUST has built a significant presence in financial services by offering objective advice and comprehensive wealth management solutions. Its mandate is to deliver tailored investment strategies matched to the long-term objectives of institutional and private clients. The fiduciary standard keeps client interests first in all advisory work and supports the firm's reputation for stability and professional integrity nationally. CAPTRUST takes a sophisticated approach to asset allocation and to manager search and selection across multiple asset classes. It manages exposures in exchange-traded equity securities, securities issued by registered investment companies such as mutual funds, and pooled investment vehicles. It also gives access to alternatives, including private credit funds and balanced private income funds, for diversified portfolio construction. The strategy is focused mainly on the United States market and relies on a nationwide network of advisors. With both discretionary and non-discretionary models, including OCIO services and 3(21) and 3(38) ERISA fiduciary services, CAPTRUST oversees complex portfolios. Its method stresses ongoing investment selection and monitoring so that allocations stay suited to the prevailing economic environment and to the risk tolerances and liquidity needs of institutional and individual partners. At organizational scale, CAPTRUST has branches across the country and more than 1,800 employees. That scale lets it serve a broad investor base including pension and profit-sharing plans, government and municipal entities, and high-net-worth individuals. Its longevity and growth since 1997 reflect a consistent application of its advisory model through different market cycles. It gives expert guidance on investment, spending, and governance challenges, supporting the operational needs of foundations and charities alongside its retirement plan fiduciary services. The platform is marked by depth of resources and an ability to deliver specialized services to institutional and private clients. CAPTRUST remains a significant participant in the American financial advisory landscape, with a robust infrastructure built to support its suite of investment and fiduciary solutions.

Real estate mandate

Contacts at CAPTRUST