Captrust

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3 Dakota Dr Ste 310
New Hyde Park, NY 11042
+1 (516) 487-8220
https://www.captrust.com

CAPTRUST is a nationwide financial advisory firm that offers comprehensive wealth planning and investment advisory services tailored to the unique needs of individual investors, families, retirement plan sponsors, and nonprofit organizations. With a strong emphasis on fiduciary responsibility, CAPTRUST has over 30 years of experience providing expert advice and risk management solutions to a diverse client base.

As a majority employee-owned company, CAPTRUST is committed to delivering unbiased advice and fostering long-term partnerships, enabling clients to maximize financial resources and achieve their goals. The firm has established itself as a leader in the independent financial advisory industry, maintaining a client retention average of 98% and ranking consistently among the top firms in asset management.

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