Learn where we stand today and what the rest of the year could hold in this edition of our quarterly Market Update video. CAPTRUST Chief Investment Officer Mike Vogelzang recaps market #performance and the state of the U.S. economy as we pass the midpoint of 2024.
CAPTRUST
Financial Services
Raleigh, NC 42,975 followers
We are building financial foundations. How can we help you?
About us
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
- Website
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https://www.captrust.com
External link for CAPTRUST
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Raleigh, NC
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management
Locations
Employees at CAPTRUST
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Justin Pawl, CFA, CAIA, CFP®
Principal | Financial Advisor | Investment Strategist
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Jon Meyer
Chief Technology Officer at CAPTRUST
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Heather Shanahan
Senior Director, Endowments & Foundations | Financial Advisor at CAPTRUST
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rob solomon
Nanobubble technology - a completely new approach to skincare
Updates
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Explore the fascinating world of #trivia with Paul Paquet, an expert who has crafted more than 135,000 questions! Learn new #memory techniques, such as the Leitner system, to enhance your recall.
Paul Paquet Makes a Case for Trivia
https://www.captrust.com
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Investment management forms a core #pillar of our wealth management approach at CAPTRUST. Watch now to learn more about our approach to #investment management and how we can support your financial journey.
What is Investment Management?
https://www.captrust.com
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For the ninth consecutive year, CAPTRUST secured the top spot in Financial Advisor Magazine’s 2024 RIA rankings! Read more about the award and discover what sets us apart. https://okt.to/6i8IVd
CAPTRUST Takes Top Spot
https://www.captrust.com
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How are supply and demand dynamics shaping the industry? And what questions are essential to ask in your next #auditor request for proposal? Join Heather Shanahan and Certified Public Accountant Robyn Campbell as they explore the world of audits in episode 14 of our Mission + Markets #podcast.
Episode 14: Conducting an Auditor RFP
https://www.captrust.com
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More than a year and a half after the SECURE 2.0 Act was passed, plan sponsors are just starting to tap into its potential to enhance the #retirement savings landscape with #inclusivity and effectiveness. Read our article to learn about what’s next!
Transforming Financial Wellness with SECURE 2.0
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Dive into the world of investment strategy with CAPTRUST. An Investment Policy Statement (IPS) is your organization's #blueprint for managing its investment portfolio effectively. Discover the key components your #IPS should include and get started on drafting yours today.
Creating an Investment Policy Statement (IPS)
https://www.captrust.com
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CAPTRUST’s 2024 Endowment and Foundation Survey explores the many ways #nonprofit organizations are preparing for the future by shifting governance structures. 501(c)(3) organizations that fully complete the survey on or before July 5, 2024, will have their names placed in a drawing for a $3,000 donation!
Announcing CAPTRUST's 2024 Endowment and Foundation Survey
https://www.captrust.com
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We are thrilled to announce the CAPTRUST Community Foundation's (CCF) 2024 Charity of Choice: Neighbor to Neighbor. CCF supports organizations that specifically enrich the lives of children, and Neighbor to Neighbor embodies our mission through providing after school enrichment and #mentorship programs to more than 300 youth in grades 1–12. Additionally, five other nonprofits were selected to receive CCF national grants for 2024.
The CAPTRUST Community Foundation Announces 2024 Charity of Choice
https://www.captrust.com
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Tune in on Wednesday, June 26, to Power Lunch at 2 p.m. ET on CNBC to see CAPTRUST CIO Michael J. Vogelzang, CFA share why the theme of today’s market is resilience. Sarat Sethi, Tyler Mathisen, Kelly Evans