An interconnected world requires a
customized approach to wealth
management.

We Will

Sit on Your Side of the Table

Our fiduciary responsibility is solely to our clients.

Often Save You More Money Than We Charge

Through comprehensive analysis of our clients’ financial situations, we often uncover unnecessary expenses, risks and exposures.

Provide Value

Via ongoing investment monitoring and due diligence.

Provide an Exceptional Client Experience

Our business has been built around this concept.  In addition to making sure that every meeting goes beyond our clients’ expectations, we make sure that every call from a client is returned within 24 hours.

© 2018 CAPTRUST
 
CAPTRUST Headquarters: 4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827