CAPTRUST
Why pick this one
CAPTRUST has a 98% client retention rate since 2007 and offers tailored wealth management services in Raleigh.
Best for
- high-net-worth individuals
- corporate retirement plan sponsors
- nonprofit endowments and foundations
Look elsewhere if
- individuals seeking low-cost investment options
Specialties
- wealth management
- investment advisory
- fiduciary services
Certifications
- fiduciary advisor
What makes them different
- 98% client retention since 2007
- nationwide presence with local advisors
- early adopter of fiduciary advice
- Years in business
- 26
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4208 Six Forks Rd Unit 1700, Raleigh, NC 27609
- Phone
- 9198706822
- Website
- https://www.captrust.com/locations/north-caroli...
Services
- financial planning
- portfolio management
- retirement planning