Captrust of Greenville

Captrust is a financial planner in Greenville, SC. They provide financial advisory services to individuals, retirement plan sponsors, and endowments and foundations. Captrust offers wealth management, retirement plan consulting, and investment management, delivering local support backed by the scale and research of a national firm. Their team serves clients across these areas with expertise in OCIO services, donor development, family governance strategies, and more.

At Captrust, they are committed to enriching the lives of their clients through sound financial advice and integrity. The mission is to provide service beyond expectation, reflecting core values such as accountability, integrity, respect, collaboration, and community involvement. Their team comprises experienced professionals who work together to offer comprehensive financial services tailored to each client's needs.

Captrust has a well-optimized website that search engines read cleanly, making it easy for potential clients in Greenville to find them online. Additionally, thorough and well-documented business information is available across the web, ensuring transparency and trustworthiness.

In Greenville, Captrust stands out as a reliable financial planner by combining local expertise with national resources, providing personalized service and comprehensive solutions that meet their clients' unique needs.

Services:

• Co-fiduciary services for retirement plans
• Committee education
• Comprehensive wealth planning
• Comprehensive wealth planning and investment advice
• Fiduciary and risk management services for nonprofits
• Fiduciary services
• Investment advisory services
• Risk management services