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financial advisor services

Expert Financial Advisor Services You Can Trust

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by

Kenneth Keith
in

Did you know the wealth management industry looks after over $4.3 trillion in assets? CAPTRUST leads in this field, offering custom wealth planning and investment advice. They help clients reach their financial goals. This includes professionals, executives, business owners, retirement plan participants, and those with significant wealth.

CAPTRUST brings the right experience, knowledge, and focus on clients’ interests. They are a reliable partner for individuals, retirement plan sponsors, and endowments and foundations. Their financial solutions tackle the complexities of modern finance. They help you confidently pursue your financial dreams.

Key Takeaways

  • CAPTRUST is a trusted leader in the wealth management industry, overseeing over $4.3 trillion in assets.
  • They offer personalized wealth planning and investment advice to help clients, including professionals, executives, and those with significant wealth, achieve their unique financial goals.
  • CAPTRUST’s experts are committed to providing fiduciary-level service and tailored financial solutions to meet the evolving needs of their clients.
  • Their comprehensive financial services cover a wide range of areas, including retirement planning, investment strategies, and risk management.
  • CAPTRUST’s focus on using advanced technology and maintaining a strong fiduciary responsibility makes them a top choice for individuals and organizations seeking expert financial guidance.

What Financial Advisors Do

Comprehensive Wealth Planning and Investment Advice

Financial advisors offer more than just investment advice. They work with clients to create plans for all financial areas. This includes wealth planning, retirement planning, tax planning, and estate planning. CAPTRUST’s advisors are skilled at solving complex financial problems and reaching long-term goals.

They help with budgeting, managing debt, saving for college, and planning for retirement. Each service is tailored to the client’s specific needs. Advisors work with clients to set financial goals and suggest investment strategies to reach them.

Having a financial advisor you trust is key. It lets clients update their plans as needed due to market changes or life events. This approach builds trust and helps clients feel secure and at peace about their finances.

“Financial advisors assist in managing emotions during turbulent market conditions to help clients stay on track with their long-term financial goals.”

CAPTRUST’s advisors are experts in making complex financial decisions. They guide clients through every step of their financial journey. With their knowledge and resources, they help clients achieve financial well-being and live their dreams.

Trusted Advisors for Individuals

At CAPTRUST, we know that everyone’s financial situation is different. Our advisors work closely with each client to offer personalized advice. They help people from all financial backgrounds reach their goals.

Our team can help whether you’re just starting to invest, running a small business, or have a lot of wealth. We’re skilled in handling complex financial matters. We listen to your needs, risk level, and dreams. Then, we create a plan just for you to improve your financial health.

We cover many areas like personal finance, investment planning, and retirement planning. Our experts use their knowledge and top resources to help you make smart choices. This way, you can take charge of your financial future.

  • Comprehensive wealth planning and investment advice
  • Retirement income strategies and distribution planning
  • Tax-efficient portfolio construction and asset allocation
  • Estate planning coordination with legal and tax professionals
  • Customized financial plans and regular portfolio reviews

At CAPTRUST, we aim to build lasting relationships with our clients. We’re your partners in managing your personal finance and wealth management. Our advisors are dedicated to providing top-notch service. They guide you towards your financial goals, giving you peace of mind.

Service Description
Personal Finance We offer guidance on budgeting, saving, and managing debt. This helps you make smart financial choices.
Wealth Management We create custom investment strategies and manage your portfolio. This helps grow and protect your wealth over time.
Investment Planning We plan your investments and set up your asset allocation. This matches your financial goals and how much risk you can take.
Retirement Planning Our retirement planning is thorough. It aims to ensure you have enough income in retirement for a comfortable life.

At CAPTRUST, we’re all about helping individuals reach their financial dreams. With our tailored approach and deep knowledge, you can count on us. We’re here to guide you through the complex world of personal finance, wealth management, investment planning, and retirement planning.

financial advisor services for Retirement Plan Sponsors

As a trusted partner to retirement plan sponsors, CAPTRUST offers a deep bench of national talent. They have specialized expertise in areas like plan type, industry, investment pools, and geography. CAPTRUST’s comprehensive services include investment management, discretionary services, and fiduciary support. These services help organizations deliver competitive retirement benefits to their employees.

Industry research shows almost 9 in 10 plan sponsors believe a financial advisor helps their plan achieve better outcomes. These outcomes include higher employee participation rates and more plan participants on track for retirement. In fact, 95 percent of plan sponsors think their financial advisor is worth the cost.

Plan sponsors value financial advisors for their confidence in investment management and compliance. They also appreciate support in regulatory matters and guidance on plan design options. Retirement advisors can offer a plan design with a 3(38) investment manager for fiduciary protection. Payroll integration with retirement plans can save time and money by eliminating manual data entry, reducing errors, and streamlining processes.

Institutional-Level Services Provided Institutional-Level Support for Advisors Individual-Level Services Offered Additional Support for Individual Advisors
TIAA supports relationships with plan sponsors and offers fee payment directly from plan assets. TIAA offers an open architecture on their record-keeping platform for better retirement outcomes for participants. TIAA provides an advisor platform for managing retirement and retail assets, with daily downloads available. TIAA allows plan sponsors to offer independent advice through Registered Investment Advisors and encourages advisors to manage TIAA plan assets directly and bill fees accordingly.

Building relationships with clients over time is key to gaining trust and providing valuable advice. Offering financial education, effective communication, and administrative support shows the value of financial advisors to plan sponsors and participants.

At CAPTRUST, we have partnered with financial advisors for over 40 years. We offer industry-leading expertise and flexible retirement solutions. These solutions help clients achieve retirement readiness and exceed plan sponsors’ expectations.

Endowments and Foundations Guidance

Brown Advisory offers deep support to endowments and foundations. We act as a reliable partner, helping them use their funds well and reach their goals. Our team gives advice on how to invest, manage risks, and govern to meet the special needs of nonprofits.

Fiduciary, Investment, and Risk Management Services

We work with endowments and foundations as a fiduciary. We create investment plans that match their goals and how much risk they can take. Our investment experts use the latest research and data to find good investments and handle risks in different areas, including alternative investments.

  • Comprehensive investment management and advisory services
  • Specialized expertise in endowment and foundation portfolio construction
  • Ongoing risk monitoring and mitigation strategies
  • Guidance on governance, spending policies, and regulatory compliance
Service Description
Fiduciary Services We act as a trusted fiduciary, giving unbiased advice and oversight. This helps endowments and foundations meet their duties and align their investments with their goals.
Investment Management Our investment team creates custom portfolios and strategies for endowments and foundations. We focus on long-term growth and managing risks.
Risk Management We look at and keep an eye on risks like market, operational, and reputational risks. This helps endowments and foundations deal with complex market situations and protect their money.

endowment management

“We take a comprehensive approach to serving endowments and foundations, focusing not just on investment management but on the full spectrum of strategic and operational guidance to help our clients achieve their missions.”

The CAPTRUST Approach

At CAPTRUST, we focus on giving top-notch fiduciary advisory services. Our team is full of experts who always put our clients first. Being employee-owned means we can focus on what’s best for our clients, not just making money.

We have the resources and knowledge to offer amazing client-focused solutions. Our clients include individuals, business owners, athletes, and big retirement plans. We work with a wide range of people, helping them with their financial needs.

We provide financial planning, portfolio management, and investment expertise. Our team is dedicated to fiduciary advisory services and risk management. We even offer a free financial review to show how we can help improve your financial health.

Our team in Greenwood Village, Colorado, is an expert in helping endowments and foundations with their investments. We offer many financial services for nonprofits, like education, donor support, and investment management.

Service Description
Fiduciary Partnership CAPTRUST supports employer organizations through 3(21), 3(38), and OCIO services, helping them optimize plan design and offer financial wellness programs.
Endowment & Foundation Guidance Our advisors help clients discover new investment, spending, governance, and fundraising opportunities tailored to their unique financial goals and stakeholder values.
Customized Solutions The team at CAPTRUST emphasizes creating customized investment programs to meet the specific needs of each client, across a diverse range of industries and sectors.

Our goal at CAPTRUST is to help our clients reach their financial dreams and meet their goals. We focus on client-focused solutions, investment expertise, and risk management. We’re proud to be a trusted partner for many people and organizations.

Endowment and Foundation Insights

Leveraging Industry Knowledge and Resources

At CAPTRUST, our endowment and foundation practice is backed by deep industry knowledge and resources. We do an annual survey of endowments and foundations, including clients and non-clients. This helps us understand trends, best practices, and new strategies. We use this info to guide our nonprofit clients on nonprofit financial management, endowment management, foundation management, investment strategy, governance, and donor engagement.

Our team includes Portfolio Specialists, Partners, Practice Leads, Relationship Managers, and Financial Advisors. They work with nonprofits to create investment solutions that help them achieve their missions. We focus on managing risk, ensuring portfolios, cash flow, data security, and vendor relationships are all in check.

Service Description
Fiduciary Investment Management Help nonprofit boards match investment opportunities with their Investment Policy Statement (IPS). This plan outlines financial goals, investment goals, and how assets are allocated.
Strategic Consulting Offer one-on-one advice, workshops, and coaching on community development, donor engagement, and more. We help grow endowments and support strong board leadership.
Philanthropic Solutions Focus on governance reviews, board and staff education, and compliance. We ensure nonprofits meet their fiduciary duties and stick to their mission and values.

We use our knowledge and resources to help nonprofit leaders make smart decisions. This way, they can reach their goals and maintain high standards in nonprofit financial management, endowment management, and foundation management.

Social Responsibility and Mission Alignment

At CAPTRUST, we know how crucial it is to match investment plans with the social and environmental goals of our nonprofit clients. These organizations aim to blend environmental, social, and governance (ESG) factors into their investments. This helps them meet the changing needs of their donors and stakeholders.

We’re experts in socially responsible investing. We help our nonprofit clients find ways to support their missions through their investments. Today’s donors and stakeholders look for real impact from their gifts. By considering ESG factors, we can craft investment portfolios that match their values and support their causes.

Studies reveal that 78% of American consumers want companies to tackle social justice issues. Also, 87% are ready to buy from companies that stand up for causes they believe in. And, 76% won’t buy from companies that don’t share their values. This shows how crucial it is for mission-driven organizations to show they care about their mission and social responsibility.

Statistic Value
Percentage of S&P 500 Index Companies that publish sustainability/responsibility reports 86%
Percentage of employees willing to give up 23% of total future lifetime earnings for work that is always meaningful 100%
Percentage of Tom’s Shoes employees who have gone on a “Giving Trip” to strengthen their commitment to the company’s purpose 60%

At CAPTRUST, we’re dedicated to aiding our nonprofit clients in reaching their goals through socially responsible investing and ESG integration. With our deep knowledge and resources, we enable our clients to positively impact the causes they’re passionate about. This also helps them meet the evolving needs of their donors and stakeholders.

The Importance of Giving Back

As a majority employee-owned firm, CAPTRUST is deeply committed to community involvement and charitable giving. This commitment is part of their work with endowments and foundations. CAPTRUST aims to help nonprofit organizations make a bigger difference in their communities.

By offering top-notch investment advice and fiduciary services, CAPTRUST helps its nonprofit clients achieve their goals. They can then reach more people. The firm sees charitable giving as an investment in the future. It lets financial professionals use their skills and resources to help causes like education and health.

CAPTRUST values community involvement by honoring its advisors’ charity work. For example, Grant Blindbury won the 2011 IIO Mentoring Excellence Award. This award boosted his reputation, showing he supports his charitable giving clients.

Also, Mary Brooks, the 2017 IIO Volunteer of the Year Finalist, led a team that gave out a lot of items to those in need. They gave away over 250,000 pieces of clothing, 95,000 toys, and hundreds of emergency goods. This shows how CAPTRUST aims to make a real difference.

Charitable Giving Trends Impact
Only an estimated 10% of Americans now itemize their tax returns for cash donations, down from 30% before the 2017 Jobs and Tax Cut Act. Shows the need for financial advisors who know about charitable giving to get the most tax benefits.
Donor-advised funds are growing fast as a way to give money to charities over time. Highlights the value of fiduciary responsibility in finding the best charitable giving strategies.
Setting up foundations gives a lot of control over the money used for charity, but it takes a lot of time. Points out the importance of employee-owned financial advisors who can handle the complex planning for giving back.

CAPTRUST uses its fiduciary responsibility and knowledge to help its nonprofit clients increase their community involvement. They aim to make lasting, positive changes.

World-Class Investment Advice

At CAPTRUST, we offer top-notch investment advice and solutions for all clients, big or small. We work with everything from huge endowments to smaller foundations. Our team uses deep knowledge, industry insights, and specialized skills to create investment plans. These plans help organizations use their money well and make a bigger positive impact over time.

Our investment management is made just for each client’s needs and how much risk they can take. We use advanced methods to make portfolios that match our clients’ goals. We also manage risk to keep their assets safe. Our reports give clients the info they need to make smart choices and see how their investments are doing.

Investment Expertise Portfolio Optimization Risk Management Performance Reporting
Comprehensive wealth planning and investment advice Tailored portfolios to meet client goals Proactive risk management strategies Actionable insights for informed decisions

At CAPTRUST, we’re proud to give our clients top investment advice that helps them reach their financial goals. By using our big resources and knowledge, we help all kinds of organizations use their money well. We also help them make a positive change in their communities.

“CAPTRUST’s investment advice has been key in helping us reach our long-term goals and fulfill our mission. Their team’s hard work and focus have been truly outstanding.”

Peace of Mind for Nonprofit Leaders

Leading a nonprofit can be tough due to complex finances. Managing investments and ensuring you’re doing the right thing is a big job. But, working with CAPTRUST can ease your worries.

CAPTRUST offers a wide range of services to help with financial challenges. They are a reliable partner who knows the nonprofit world well. They help you focus on your main goals, knowing your money and strategy are in good hands.

With CAPTRUST, you can trust your money is being looked after to grow and stay safe. They also help with making sure you’re meeting your legal duties and talking to donors effectively.

“81% of executives would gain greater peace of mind if all financial counseling services were provided by one partner.”

Having one firm handle all your financial advice can make things simpler. It lets you spend more time on your important work. CAPTRUST is all about being responsible with your money and helping you make smart choices.

CAPTRUST’s help gives nonprofit leaders peace of mind. They can focus on their mission, knowing their finances are in good hands. With CAPTRUST, nonprofits can handle their money well and make a bigger impact in their communities.

Conclusion

CAPTRUST is a top choice for those needing financial advice. They work with individuals, retirement plans, and groups like endowments and foundations. Their team is ready to help, making sure your financial goals are met.

They focus on giving top-notch financial advice and wealth management. This helps clients reach their financial dreams and make a positive difference in their communities. CAPTRUST’s team offers expert advice on retirement planning and managing endowments and foundations.

With CAPTRUST, you can be sure your financial future is secure. They put their clients first, offering advice that’s based on solid data. This makes CAPTRUST a leader in financial advisor services.

FAQ

What services do CAPTRUST’s financial advisors provide?

CAPTRUST’s financial advisors offer a wide range of services. They help with retirement planning, tax planning, estate planning, and risk management. They create personalized plans for each client’s financial needs.

What types of clients does CAPTRUST serve?

CAPTRUST helps many kinds of clients. This includes new investors, small business owners, and even high-net-worth individuals and professional athletes. No matter the complexity of their finances, CAPTRUST’s advisors give tailored advice and solutions.

How does CAPTRUST support retirement plan sponsors?

CAPTRUST is a trusted partner for retirement plan sponsors. They have a team with deep knowledge in this area. CAPTRUST offers investment management, discretionary services, and fiduciary support. This helps organizations offer great retirement benefits to their employees.

What services does CAPTRUST provide to endowments and foundations?

CAPTRUST helps endowments and foundations a lot. They act as a trusted fiduciary partner. CAPTRUST’s experts guide them on investment strategies, risk management, and governance. This helps nonprofits use their funds well and meet their goals.

How does CAPTRUST’s approach benefit its clients?

CAPTRUST’s approach is based on deep knowledge, independence, and focusing on what clients want. Being a majority employee-owned company means they can focus on their clients’ best interests. CAPTRUST has the resources and talent to offer top-notch advisory services tailored to each client’s needs.

How does CAPTRUST’s endowment and foundation practice support its nonprofit clients?

CAPTRUST’s endowment and foundation practice is backed by deep knowledge and resources. They conduct an annual survey to understand industry trends and best practices. This helps CAPTRUST give valuable advice on asset allocation, investment outcomes, governance, donor engagement, and social responsibility to nonprofits.

How does CAPTRUST help its nonprofit clients align their investments with their social and environmental objectives?

CAPTRUST makes sure investments match the social and environmental goals of its nonprofit clients. They help endowments and foundations include ESG factors in their portfolios and find ways to support their missions through socially responsible investing. This expertise helps nonprofits meet the changing needs of their donors and stakeholders.

How does CAPTRUST’s commitment to giving back benefit its clients?

Giving back is a big part of CAPTRUST’s culture and mission. As an employee-owned firm, CAPTRUST aims to serve clients, colleagues, and communities equally. This approach helps CAPTRUST work with endowments and foundations to increase the positive impact they have in their communities.

What makes CAPTRUST’s investment expertise and resources unparalleled?

CAPTRUST has unmatched investment expertise and resources. This lets them offer top advice and solutions to clients of all sizes and asset levels. Whether it’s a big endowment or a smaller foundation, CAPTRUST uses its deep knowledge and talent to design investment programs that help organizations grow their financial resources and impact.

How does partnering with CAPTRUST benefit nonprofit leaders?

Working with CAPTRUST gives nonprofit leaders peace of mind. They know their financial management is in good hands with a trusted, experienced partner. CAPTRUST’s services and approach let nonprofits focus on their mission. They know their investments and financial strategy are being handled with great care and expertise.

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