Solutions for Individuals
Comprehensive wealth planning and investment services tailored to your goals, delivered by experienced financial advisors.
Grow with CAPTRUST.
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I. Funding Life Goals
From retirement planning to education funding, eldercare considerations, and legacy planning.
CAPTRUST financial advisors work with their clients to understand their most urgent concerns and create custom financial strategies to set them on the right path.
II. Investment Management
A financial plan is only as good as the investment engine that powers it.
CAPTRUST builds, manages, and monitors investment portfolios for clients that are tailored to their personal risk tolerances and designed to help them achieve their financial and life goals.
III. Risk Management
Protecting against unforeseen events is a critical part of a well-crafted plan.
CAPTRUST helps clients identify the many risks they face, stress test their financial plans, and implement strategies to manage risks to their lives, goals, and plans.