WHY CAPTRUST?

CAPTRUST Financial Advisors specializes in providing fiduciary advice to plan sponsors. Since our inception in 1989 we have been focused on building an organization that can be a true co-fiduciary partner to Plan Sponsors. As retirement plans become more complex and the marketplace more crowded with vendors, the need for independent and objective advice has never been greater.

CAPTRUST has grown from a fledging practice led by the vision of an entrepreneurial founder and a small support staff to a fully-integrated advisory firm with a professional management team and specialist employees forming deep and experienced service teams. Today our firm has offices along the East Coast, advises over 300 companies located throughout the United States, and a client service model that has been recognized for excellence by our peers.

Our experience and expertise directly benefits plan sponsors. We are able to leverage our client base to benchmark and negotiate fees and services to drive any improvements firm wide. And our long term commitment to the retirement plan industry has enabled us to retain a dedicated team of in-house investment analysts, ERISA and plan administration experts and licensed service teams with extensive retirement plan backgrounds.

Our fiduciary on-line management tool, www.captrustdirect.com, further supports client relationships by placing vital plan related information in one easily accessible and secure location. Through a dedicated web portal, each client can review CAPTRUST's service activities and critical information in real time, including current investments and plan documents. Importantly, CAPTRUSTDirect provides a documented fiduciary process in case of an audit by the Department of Labor.

Given what is at stake, Plan Sponsors should rightly demand that their co-fiduciary advisor be experienced with the firm-wide expertise necessary to be a truly effective advocate.