CAPTRUST
Why pick this one
CAPTRUST provides fiduciary wealth planning in Sanford for individuals, retirement plan sponsors, and endowment and foundation leaders.
Best for
- Individuals and families seeking wealth planning and portfolio management
- Business owners and executives needing succession and exit planning
- Families with complex wealth, governance, or philanthropic needs
- Employers seeking 3(21), 3(38), or OCIO retirement plan services
- Nonprofits seeking endowment investment management, committee education, or performance reporting
Specialties
- wealth planning
- portfolio management
- retirement planning
- business succession planning
- estate and legacy planning
- family governance planning
- philanthropic planning
- retirement plan fiduciary services
- endowment and foundation investment management
What makes them different
- Sanford team with nearly 150 combined years in the financial services industry
- Majority employee-owned company
- Fiduciary and investment advisor to major retirement plans
- Listed as the largest registered investment advisor in the United States for 11 consecutive years from 2016 through 2026
- Offers services to individuals and families, retirement plan sponsors, and endowment and foundation leaders
- Serves
- Sanford
Distilled from this business's own website.
Contact & Location
- Address
- 603 Carthage St Unit 210, Sanford, NC 27330
- Phone
- 9197744711
- Website
- https://www.captrust.com/locations/north-caroli...
Services
- financial planning
- investment advisory
- portfolio construction and management
- fiduciary services
- retirement plan services
- risk management
- tax consulting and compliance
- insurance planning
- performance reporting
- family office services