CAPTRUST
Why pick this one
CAPTRUST provides fiduciary wealth planning and portfolio management for high-net-worth individuals, business owners, families, and nonprofit organizations.
Best for
- High-net-worth individuals seeking wealth planning and portfolio management
- Business owners needing succession or exit planning
- Families with complex financial and philanthropic needs
- Professional athletes seeking comprehensive financial planning
- Retirement plan sponsors needing 3(21), 3(38), or OCIO services
- Endowments and foundations needing investment management and governance support
Specialties
- Wealth planning
- Portfolio management
- Retirement planning
- Business succession planning
- Family governance planning
- Family philanthropic planning
- Tax consulting and compliance
- Exit planning
- Professional athlete financial planning
- Retirement plan fiduciary services
- Endowment and foundation investment management
What makes them different
- 98% average client retention since 2007
- Majority employee-owned company
- 35+ former CEOs working together
- Nationwide local presence with a Greensboro office
- Ranked as the largest registered investment advisor in the United States for 2016–2026
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 628 Green Valley Rd Ste 206, Greensboro, NC 27408
- Phone
- 3362948585
- Website
- https://www.captrust.com/locations/greensboro-nc/
Services
- Financial planning
- Investment advisory
- Portfolio construction and management
- Risk management
- Estate and legacy planning
- Charitable gift planning
- Insurance planning
- Corporate benefits planning
- Account aggregation
- Retirement plan consulting
- Endowment and foundation consulting
- Performance reporting