Description
CAPTRUST is a leading independent financial advisory firm providing comprehensive wealth planning, investment advisory, fiduciary, and risk management services tailored to individuals, families, retirement plan sponsors, and nonprofit organizations nationwide.
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Frequently Asked Questions (FAQs)
CAPTRUST is located at 300 Throckmorton St #1450, Fort Worth, TX 76102.
You can contact CAPTRUST by calling +1-8173355739.
CAPTRUST is listed under the following categories: Financial consultant .
CAPTRUST provides services in the following areas: Fort Worth, Texas, Nationwide .
CAPTRUST provides a range of services, including: Wealth Planning, Investment Advisory, Fiduciary Services, Risk Management, Retirement Plan Consulting, Endowment and Foundation Management, Financial Wellness Education, Tax Consulting and Compliance, Family Governance Planning, Charitable Gift Planning, Corporate Benefits Planning, Exit Planning, Performance Reporting, Portfolio Construction and Management, Insurance Planning, 3(21) & 3(38) ERISA Services, Actuarial Services, Fee Benchmarking, Fiduciary Training, Glidepath Development, Investment Menu Design, Liability-Driven Investing, Manager Search & Selection, Nondiscrimination Compliance Testing, Nonqualified Executive Benefits, OCIO (Outsourced Chief Investment Officer), Pension Risk Transfer Consulting, Plan Design Benchmarking, Plan Financing & Security, Recordkeeper Search, Committee Development & Education, Discretionary Investment Management, Donor Development, ESG Investing, Investment & Spending Policy Development, Nondiscretionary Investment Advice, Trustee/Custodian Search .
CAPTRUST specializes in: Comprehensive Wealth Planning, Investment Advisory, Fiduciary Services, Retirement Plan Consulting, Endowment & Foundation Management, Risk Management, Tax Consulting & Compliance, Family Governance & Philanthropic Planning, Corporate Benefits Planning, Financial Wellness Programs, ESG and Socially Responsible Investing .
CAPTRUST was established in 1997.
The languages spoken at CAPTRUST include: English .
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