CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations, including healthcare & educational services, community & private foundations, religious organizations, membership organizations, and cultural & social services organizations. They specialize in comprehensive wealth management for high-net-worth individuals, business owners, and families, offering tailored financial planning, portfolio management, family governance, philanthropic strategies, and tax reduction solutions.
Co-fiduciary oversight
Tailored philanthropic strategies
Comprehensive risk management
Expertise in high-net-worth individual and business client needs
Services
Individual Investors
Wealth planning and portfolio management for high-net-worth individuals, including family governance and philanthropic strategies.
Investment advisory and co-fiduciary services for corporations, educational institutions, healthcare organizations, nonprofits, and government entities.
Co-fiduciary oversightTotal retirement solutionsRisk managementCompliance support
Endowment & Foundation Leaders
Investment, fiduciary, and risk management services for nonprofit organizations, including healthcare & educational services, community & private foundations, religious organizations, membership organizations, and cultural & social services organizations.
What services does CAPTRUST offer to individuals and families? +
CAPTRUST provides comprehensive wealth planning and portfolio management, family governance, and philanthropic strategies for high-net-worth individuals, business owners, and families.
How does CAPTRUST support retirement plan sponsors? +
CAPTRUST offers investment advisory and co-fiduciary services that help retirement plan sponsors deliver more effective total retirement solutions, including risk management and compliance support.
What fiduciary services does CAPTRUST provide to nonprofit organizations? +
CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations, including healthcare & educational services, community & private foundations, religious organizations, membership organizations, and cultural & social services organizations.
5.0
