endowment and foundation consulting

CAPTRUST is an independent financial advisory firm and registered investment advisor serving private investors, retirement plan sponsors, nonprofit organizations, endowments, and foundations. It acts as a fiduciary providing wealth planning, investment management, risk management, and retirement plan consulting, and is majority employee-owned with more than 30 years of experience and over 1,800 employees.

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due diligencefiduciary advisory servicesfinancial planninginvestment managementperformance reportingretirement plan consultingvendor analysis