Captrust.com

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Overview & More informations

Captrust is a leading provider of financial advisory services to affluent individuals, families, and institutions. The company has been in business for over 30 years and has a team of over 600 professionals. Captrust provides a wide range of services, including investment advisory, wealth planning, retirement planning, and insurance planning. The company is headquartered in Raleigh, North Carolina, and has offices in 15 other states. Captrust is the 8th largest financial advisory firm in the United States according to Barron's.

**Services**

Captrust provides a wide range of financial advisory services, including:

* Investment advisory
* Wealth planning
* Retirement planning
* Insurance planning
* Trust and estate planning
* Family office services
* Personal CFO services

**Clients**

Captrust's clients include a diverse group of individuals, families, and institutions. The company's clients include:

* Individuals with a net worth of $1 million or more
* Families with a net worth of $5 million or more
* Institutions with assets of $100 million or more

**Investment Philosophy**

Captrust's investment philosophy is based on the belief that long-term investors are best served by a diversified portfolio of high-quality assets. The company's investment team uses a disciplined investment process to identify and select investments that meet the specific needs of each client.

**Team**

Captrust has a team of over 600 professionals who are dedicated to providing the highest level of service to their clients. The company's team includes experienced financial advisors, wealth planners, retirement planners, and insurance planners.

**Locations**

Captrust is headquartered in Raleigh, North Carolina, and has offices in 15 other states. The company's offices are located in major cities such as New York, Los Angeles, Chicago, and Dallas.

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