Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

CAPTRUST Financial Advisors

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

CAPTRUST Financial Advisors

Overview:

CAPTRUST Financial Advisors provides advisory services to qualified plans. Providing investment advisory services as a group since 1989, we are uniquely qualified to act as advisor and fiduciary to your plan. CAPTRUST:

   Is federally registered as an investment advisor under the Investment Advisers Act of 1940. We apply our unbiased selection and rigorous standards to help you provide quality, lower cost investment options to your plan participants.
   Contractually accepts the role of fiduciary to your plan. In so doing, we reduce your personal liability.
   Utilizes an ‘open architecture’ model. This allows us to select a full spectrum of asset classes and ‘best in class’ mutual fund managers from the entire investment universe.
   Is a ‘revenue neutral’ provider for Freedom401k™ plans. We retain no 12b-1 fees or revenue of any kind from the funds we recommend. Any revenue received is automatically credited to plan assets
In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.

Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.

At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice. Moreover, as the demands of a global economy and a vastly underfunded retirement system converge on institutions, corporations, and individual investors alike, we believe advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.