CAPTRUST

Firm Profile

CAPTRUST specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.

KEY CONTACTS
Charlsey Rutan, 919.870.6822; charlsey.rutan@captrustadvisors.com
Jennifer Mastrapasqua, 919.870.6822; jennifer.mastrapasqua@captrustadvisors.com

WEBSITE
www.CAPTRUSTAdvisors.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million), Mega (>$250 million)

OPTIONS AVAILABLE
• Benchmarking Tools
• Participant Advice/Participant Services
• Allows Fiduciary Declaration 3(21)/3(38)
• Custom Risk Based/Target Date Models
• 408(b)(2) – In-House Or Outsourced
• Plan Design Consulting
• Plan Sponsor Fiduciary Training
• Stable Value Analysis
• Minimum Fee Schedules

214 home office employees supporting the retirement business