INSTITUTIONAL ADVISORY SERVICES

CAPTRUST Financial Advisors specializes in providing fiduciary services to corporate retirement plans and their executives. In today's fast-paced environment, it is extremely challenging for Plan Sponsors to keep abreast of the ever-changing legislation and the associated new reporting requirements governing retirement plans, not to mention the pressure of increased regulatory scrutiny that goes along with it.

Since 1989 we have been partnering with plan sponsors to guide them through the retirement plan maze. We welcome the responsibilities that come with being a co-fiduciary and have been rewarded with a 98% client retention rate. We understand the challenges you are facing and have made it our business to respond accordingly.

Our documented processes assist you in satisfying your fiduciary obligations, and our expertise helps transform retirement plans into attractive retention vehicles for plan participants. At the end of the day, the goal is to provide your employees with a larger nest egg. This is our business; we can help.