www.captrust.com
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Submitted URL: http://www.captrust.com/
Effective URL: https://www.captrust.com/
Submission: On June 05 via api from US — Scanned from US
Effective URL: https://www.captrust.com/
Submission: On June 05 via api from US — Scanned from US
Form analysis 5 forms found in the DOM
POST https://www.captrust.com/locations/
<form action="https://www.captrust.com/locations/" method="POST">
<div class="gform_wrapper">
<div class="gfield gfield--type-text">
<label for="location-search">City, state or ZIP</label>
<div class="ginput_container_select">
<input id="location-search" name="location_search" type="text">
</div>
</div>
<button class="btn-submit-blue">Go</button>
</div>
<input type="hidden" id="ct_bot_detector_event_token_1420" name="ct_bot_detector_event_token" value="2834fb0757d6bd0b31885d2d111e2d2bd92152a88def365554955a41b59f29e2"><input type="hidden" id="apbct_visible_fields_0" name="apbct_visible_fields"
value="eyIwIjp7InZpc2libGVfZmllbGRzIjoiIiwidmlzaWJsZV9maWVsZHNfY291bnQiOjAsImludmlzaWJsZV9maWVsZHMiOiJsb2NhdGlvbl9zZWFyY2ggY3RfYm90X2RldGVjdG9yX2V2ZW50X3Rva2VuIiwiaW52aXNpYmxlX2ZpZWxkc19jb3VudCI6Mn19">
</form>GET https://www.captrust.com
<form role="search" class="header-search-bar" action="https://www.captrust.com" method="GET">
<label for="content-search">
<span class="screen-reader-text">Search for content</span>
</label>
<input id="content-search" class="input-search" type="text" name="s" placeholder="Enter your search term..." tabindex="-1">
<button class="btn-submit-blue" type="submit" tabindex="-1">Go</button>
<div class="js-header-search-bar-close"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 13.24 13.24">
<path d="M.004.709L.71 0l12.537 12.537-.707.708z"></path>
<path d="M.004 12.531L12.54-.006l.707.708L.71 13.239z"></path>
</svg></div>
</form>POST /#gf_3
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_3" id="gform_3" action="/#gf_3" data-formid="3" novalidate="">
<div id="gf_page_steps_3" class="gf_page_steps">
<div id="gf_step_3_1" class="gf_step gf_step_active gf_step_first"><span class="gf_step_number">1</span><span class="gf_step_label"></span></div>
<div id="gf_step_3_2" class="gf_step gf_step_next gf_step_pending"><span class="gf_step_number">2</span><span class="gf_step_label"></span></div>
<div id="gf_step_3_3" class="gf_step gf_step_last gf_step_pending"><span class="gf_step_number">3</span><span class="gf_step_label"></span></div>
</div>
<div class="gform-body gform_body">
<div id="gform_page_3_1" class="gform_page " data-js="page-field-id-1">
<div class="gform_page_fields">
<div id="gform_fields_3" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_3_1" class="gfield gfield--type-radio gfield--type-choice style-button gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_1">
<legend class="gfield_label gform-field-label">Tell us about yourself.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_1">
<div class="gchoice gchoice_3_1_0">
<input class="gfield-choice-input" name="input_1" type="radio" value="individuals" id="choice_3_1_0" onchange="gformToggleRadioOther( this )">
<label for="choice_3_1_0" id="label_3_1_0" class="gform-field-label gform-field-label--type-inline">I’m an Individual Investor</label>
</div>
<div class="gchoice gchoice_3_1_1">
<input class="gfield-choice-input" name="input_1" type="radio" value="retirement" id="choice_3_1_1" onchange="gformToggleRadioOther( this )">
<label for="choice_3_1_1" id="label_3_1_1" class="gform-field-label gform-field-label--type-inline">I’m a Retirement Plan Sponsor</label>
</div>
<div class="gchoice gchoice_3_1_2">
<input class="gfield-choice-input" name="input_1" type="radio" value="endowments" id="choice_3_1_2" onchange="gformToggleRadioOther( this )">
<label for="choice_3_1_2" id="label_3_1_2" class="gform-field-label gform-field-label--type-inline">I’m on the Board of an Endowment or Foundation</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_next_button_3_2" class="gform_next_button gform-theme-button button" value="Continue"
onclick="jQuery("#gform_target_page_number_3").val("2"); jQuery("#gform_3").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_3").val("2"); jQuery("#gform_3").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_3_2" class="gform_page" data-js="page-field-id-2" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_3_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_3_3" class="gfield gfield--type-radio gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_3" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label">Please self identify further:<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_3">
<div class="gchoice gchoice_3_3_0">
<input class="gfield-choice-input" name="input_3" type="radio" value="individual" id="choice_3_3_0" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_3_0" id="label_3_3_0" class="gform-field-label gform-field-label--type-inline">Individual Investor</label>
</div>
<div class="gchoice gchoice_3_3_1">
<input class="gfield-choice-input" name="input_3" type="radio" value="executive" id="choice_3_3_1" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_3_1" id="label_3_3_1" class="gform-field-label gform-field-label--type-inline">Executive or Business Owner</label>
</div>
<div class="gchoice gchoice_3_3_2">
<input class="gfield-choice-input" name="input_3" type="radio" value="family" id="choice_3_3_2" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_3_2" id="label_3_3_2" class="gform-field-label gform-field-label--type-inline">Family with Complex Needs</label>
</div>
<div class="gchoice gchoice_3_3_3">
<input class="gfield-choice-input" name="input_3" type="radio" value="athlete" id="choice_3_3_3" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_3_3" id="label_3_3_3" class="gform-field-label gform-field-label--type-inline">Professional Athlete</label>
</div>
</div>
</div>
</fieldset>
<fieldset id="field_3_4" class="gfield gfield--type-radio gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_4" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label">Please self identify further:<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_4">
<div class="gchoice gchoice_3_4_0">
<input class="gfield-choice-input" name="input_4" type="radio" value="corporations" id="choice_3_4_0" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_0" id="label_3_4_0" class="gform-field-label gform-field-label--type-inline">Corporations</label>
</div>
<div class="gchoice gchoice_3_4_1">
<input class="gfield-choice-input" name="input_4" type="radio" value="education" id="choice_3_4_1" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_1" id="label_3_4_1" class="gform-field-label gform-field-label--type-inline">Education Institutions</label>
</div>
<div class="gchoice gchoice_3_4_2">
<input class="gfield-choice-input" name="input_4" type="radio" value="healthcare" id="choice_3_4_2" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_2" id="label_3_4_2" class="gform-field-label gform-field-label--type-inline">Healthcare Organizations</label>
</div>
<div class="gchoice gchoice_3_4_3">
<input class="gfield-choice-input" name="input_4" type="radio" value="nonprofits" id="choice_3_4_3" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_3" id="label_3_4_3" class="gform-field-label gform-field-label--type-inline">Nonprofits</label>
</div>
<div class="gchoice gchoice_3_4_4">
<input class="gfield-choice-input" name="input_4" type="radio" value="government" id="choice_3_4_4" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_4" id="label_3_4_4" class="gform-field-label gform-field-label--type-inline">Government Entities</label>
</div>
</div>
</div>
</fieldset>
<fieldset id="field_3_5" class="gfield gfield--type-radio gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_5" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label">Please self identify further:<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_5">
<div class="gchoice gchoice_3_5_0">
<input class="gfield-choice-input" name="input_5" type="radio" value="healthcare" id="choice_3_5_0" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_0" id="label_3_5_0" class="gform-field-label gform-field-label--type-inline">Healthcare & Educational Services</label>
</div>
<div class="gchoice gchoice_3_5_1">
<input class="gfield-choice-input" name="input_5" type="radio" value="community" id="choice_3_5_1" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_1" id="label_3_5_1" class="gform-field-label gform-field-label--type-inline">Community & Private Foundations</label>
</div>
<div class="gchoice gchoice_3_5_2">
<input class="gfield-choice-input" name="input_5" type="radio" value="religious" id="choice_3_5_2" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_2" id="label_3_5_2" class="gform-field-label gform-field-label--type-inline">Religious Services</label>
</div>
<div class="gchoice gchoice_3_5_3">
<input class="gfield-choice-input" name="input_5" type="radio" value="membership" id="choice_3_5_3" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_3" id="label_3_5_3" class="gform-field-label gform-field-label--type-inline">Membership Organizations</label>
</div>
<div class="gchoice gchoice_3_5_4">
<input class="gfield-choice-input" name="input_5" type="radio" value="cultural" id="choice_3_5_4" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_4" id="label_3_5_4" class="gform-field-label gform-field-label--type-inline">Cultural & Social Services Organizations</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_3_6" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Go Back"
onclick="jQuery("#gform_target_page_number_3").val("1"); jQuery("#gform_3").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_3").val("1"); jQuery("#gform_3").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_3_6"
class="gform_next_button gform-theme-button button" value="Continue" onclick="jQuery("#gform_target_page_number_3").val("3"); jQuery("#gform_3").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_3").val("3"); jQuery("#gform_3").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_3_3" class="gform_page" data-js="page-field-id-6" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_3_3" class="gform_fields top_label form_sublabel_below description_below validation_below">
<div id="field_3_7" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_7"><label class="gfield_label gform-field-label" for="input_3_7">First Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_3_7" type="text" value="" class="large" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_8" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_8"><label class="gfield_label gform-field-label" for="input_3_8">Last Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_8" id="input_3_8" type="text" value="" class="large" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_9" class="gfield gfield--type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_9"><label class="gfield_label gform-field-label" for="input_3_9">Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_9" id="input_3_9" type="email" value="" class="large" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_3_10" class="gfield gfield--type-phone gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_10"><label class="gfield_label gform-field-label" for="input_3_10">Phone Number<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_10" id="input_3_10" type="tel" value="" class="large" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_3_11" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_11"><label class="gfield_label gform-field-label" for="input_3_11">City<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_11" id="input_3_11" type="text" value="" class="large" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_12" class="gfield gfield--type-select gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_12"><label class="gfield_label gform-field-label" for="input_3_12">State<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_12" id="input_3_12" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Alabama">Alabama</option>
<option value="Alaska">Alaska</option>
<option value="American Samoa">American Samoa</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Guam">Guam</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Northern Mariana Islands">Northern Mariana Islands</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Puerto Rico">Puerto Rico</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="U.S. Virgin Islands">U.S. Virgin Islands</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="Washington, DC">Washington, DC</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
<option value="Armed Forces Americas">Armed Forces Americas</option>
<option value="Armed Forces Europe">Armed Forces Europe</option>
<option value="Armed Forces Pacific">Armed Forces Pacific</option>
</select></div>
</div>
<div id="field_3_13" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_13"><label class="gfield_label gform-field-label" for="input_3_13">Relationship to CAPTRUST<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_13" id="input_3_13" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Retirement plan participant of a CAPTRUST client">Retirement plan participant of a CAPTRUST client</option>
<option value="CAPTRUST Client">CAPTRUST Client</option>
<option value="Non-CAPTRUST Client">Non-CAPTRUST Client</option>
<option value="Other">Other</option>
</select></div>
</div>
<div id="field_3_14" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_14"><label class="gfield_label gform-field-label" for="input_3_14">How did you hear about us?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_14" id="input_3_14" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Search engine results">Search engine results</option>
<option value="Email from CAPTRUST">Email from CAPTRUST</option>
<option value="Webinar">Webinar</option>
<option value="Social Media">Social Media</option>
<option value="Referral from a friend">Referral from a friend</option>
<option value="Print or online ad">Print or online ad</option>
<option value="VESTED Magazine">VESTED Magazine</option>
<option value="Podcast">Podcast</option>
<option value="Other">Other</option>
</select></div>
</div>
<div id="field_3_15" class="gfield gfield--type-textarea gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_15"><label class="gfield_label gform-field-label" for="input_3_15">Message<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_15" id="input_3_15" class="textarea large" aria-required="true" aria-invalid="false" rows="10" cols="50"></textarea></div>
</div>
<div id="field_3_17"
class="gfield gfield--type-html gfield--width-full gfield_description gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_17">*Please do not submit any account numbers or statements in this form.</div>
<div id="field_3_16" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_3_16">
<div class="ginput_container ginput_container_text"><input name="input_16" id="input_3_16" type="hidden" class="gform_hidden" aria-invalid="false" value="https://www.captrust.com/"></div>
</div>
</div>
</div>
<div class="gform_page_footer top_label"><input type="submit" id="gform_previous_button_3" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Go Back"
onclick="if(window["gf_submitting_3"]){return false;} if( !jQuery("#gform_3")[0].checkValidity || jQuery("#gform_3")[0].checkValidity()){window["gf_submitting_3"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_3"]){return false;} if( !jQuery("#gform_3")[0].checkValidity || jQuery("#gform_3")[0].checkValidity()){window["gf_submitting_3"]=true;} jQuery("#gform_3").trigger("submit",[true]); }">
<input type="submit" id="gform_submit_button_3" class="gform_button button" value="Send Message"
onclick="if(window["gf_submitting_3"]){return false;} if( !jQuery("#gform_3")[0].checkValidity || jQuery("#gform_3")[0].checkValidity()){window["gf_submitting_3"]=true;} "
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<div class="gform-body gform_body">
<div id="gform_fields_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<div id="field_2_10" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_10">
<label class="gfield_label gform-field-label" for="input_2_10">First Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_10" id="input_2_10" type="text" value="" class="large" aria-required="true" aria-invalid="false"> </div>
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<div id="field_2_11" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_11">
<label class="gfield_label gform-field-label" for="input_2_11">Last Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_11" id="input_2_11" type="text" value="" class="large" aria-required="true" aria-invalid="false"> </div>
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<div id="field_2_3" class="gfield gfield--type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_3">
<label class="gfield_label gform-field-label" for="input_2_3">Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_3" id="input_2_3" type="email" value="" class="large" aria-required="true" aria-invalid="false">
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<div id="field_2_4" class="gfield gfield--type-phone gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_4">
<label class="gfield_label gform-field-label" for="input_2_4">Phone Number<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_4" id="input_2_4" type="tel" value="" class="large" aria-required="true" aria-invalid="false"></div>
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<div id="field_2_5" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_5">
<label class="gfield_label gform-field-label" for="input_2_5">City<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_5" id="input_2_5" type="text" value="" class="large" aria-required="true" aria-invalid="false"> </div>
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<div id="field_2_6" class="gfield gfield--type-select gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_6">
<label class="gfield_label gform-field-label" for="input_2_6">State<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_6" id="input_2_6" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Alabama">Alabama</option>
<option value="Alaska">Alaska</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="Washington, DC">Washington, DC</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
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</div>
<div id="field_2_7" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_7">
<label class="gfield_label gform-field-label" for="input_2_7">Relationship to CAPTRUST<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_7" id="input_2_7" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Retirement plan participant of a CAPTRUST client">Retirement plan participant of a CAPTRUST client</option>
<option value="CAPTRUST Client">CAPTRUST Client</option>
<option value="Non-CAPTRUST Client">Non-CAPTRUST Client</option>
<option value="Other">Other</option>
</select></div>
</div>
<div id="field_2_8" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_8">
<label class="gfield_label gform-field-label" for="input_2_8">How did you hear about us?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_8" id="input_2_8" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Search engine results">Search engine results</option>
<option value="Email from CAPTRUST">Email from CAPTRUST</option>
<option value="Webinar">Webinar</option>
<option value="Social Media">Social Media</option>
<option value="Referral from a friend">Referral from a friend</option>
<option value="Print or online ad">Print or online ad</option>
<option value="VESTED Magazine">VESTED Magazine</option>
<option value="Podcast">Podcast</option>
<option value="Other">Other</option>
</select></div>
</div>
<div id="field_2_9" class="gfield gfield--type-textarea gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_9"><label class="gfield_label gform-field-label" for="input_2_9">Message<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_9" id="input_2_9" class="textarea large" aria-required="true" aria-invalid="false" rows="10" cols="50"></textarea></div>
</div>
<div id="field_2_13"
class="gfield gfield--type-html gfield--width-full gfield_description gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_13">*Please do not submit any account numbers or statements in this form.</div>
<div id="field_2_12" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_12">
<div class="ginput_container ginput_container_text"><input name="input_12" id="input_2_12" type="hidden" class="gform_hidden" aria-invalid="false" value="https://www.captrust.com/"></div>
</div>
</div>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_2" class="gform_button button" value="Send Message"
onclick="if(window["gf_submitting_2"]){return false;} if( !jQuery("#gform_2")[0].checkValidity || jQuery("#gform_2")[0].checkValidity()){window["gf_submitting_2"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_2"]){return false;} if( !jQuery("#gform_2")[0].checkValidity || jQuery("#gform_2")[0].checkValidity()){window["gf_submitting_2"]=true;} jQuery("#gform_2").trigger("submit",[true]); }">
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<input type="hidden" class="gform_hidden" name="is_submit_2" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="2">
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Contact Us
FINANCIAL ADVICE YOU CAN TRUST
Our clients expect financial advice with their best interests in mind. Our
experts are more than ready to deliver.
Learn About CAPTRUST Contact an Expert
THE CAPTRUST DIFFERENCE
EXCELLENCE MATTERS
Our commitment to serving our clients means we’re extensively vetted, with a
reputation for objectivity that precedes us.
98%
Client retention
(average since 2019)
93%
Employee retention
(average since 2020)
90+ Locations
Local presence with the strength of a national firm
Independent
Early pioneer in providing objective fiduciary advice
EXPLORE OUR SOLUTIONS
Our nationwide team of advisors offer a wide range of financial services for a
considerable group of clients, from private investors to retirement plan
sponsors to nonprofit organizations. Find your advisor below to see how we
tailor our advice to your unique needs.
Download Transcript
Read Transcript
Life’s journey is filled with choices. There are small choices like what’s for
breakfast, and there are big choices like when to retire or how to best protect
and grow your assets. Whether you’re a professional athlete, an executive, a
business owner, [a] retirement plan participant, or just someone trying to make
good investment decisions for yourself and your family, CAPTRUST can put you on
the path to financial wellness. As a fiduciary and investment advisor to some of
the country’s biggest retirement plans, CAPTRUST has the experience and the
knowledge to best serve your wealth planning, risk management, and investment
challenges. Come grow with advisors you trust. Come grow with CAPTRUST.
INDIVIDUALS
Comprehensive wealth planning and investment advice, tailored to your unique
needs and goals
I’m an Individual
Download Transcript
Read Transcript
Please note: This is a transcription so there may be slight grammatical errors.
The markets are more complex and challenging than ever. Even more so if your
retirement plan is sponsored with fiduciary duties or a CFO responsible for
protecting and growing endowment or foundation assets. Getting good advice is
critical to you and your organization. So you need a partner with deep
expertise, access to market intelligence, and an interest aligned with yours.
As a majority employee-owned company with more than 30 years helping
organizations like yours, CAPTRUST has the expertise and independence necessary
to focus on your needs, address your challenges, and give you comfort that you
are on the right path. Come grow with advisors you trust. Come grow with
CAPTRUST.
RETIREMENT PLAN SPONSORS
Investment management and discretionary services to deliver competitive
retirement benefits
I’m a Plan Sponsor
Read Transcript
When a nonprofit begins they set out a mission for their community that they
want to fulfill over many, many lifetimes. They need a partner that’s going to
be there to work with them over the long run. The overwhelming majority of our
foundation clients are endowment clients don’t have any full-time staff focused
on investments and so our role as an investment consultant is to help them
achieve their mission by maximizing their financial resources at CAPTRUST. We
really sit on the same side of the table as our endowment and Foundation
clients.
We give unbiased advice, we serve as a fiduciary and so we come in and help them
make the best decisions that meet their needs and that means bringing a whole
level of governance thinking through what the investment strategy is developing
investmentpolicy and really thinking through how can they maximize every single
dollar that their donors have given them so that they can continue to do more
good in the community the depth and breadth of our client base at CAPTRUST for
endowments and Foundations is significant. It’s given us a unique opportunity
over the years to see many types of organizations and what their struggles have
been it’s helped us customize solutions to help work through different.
Problems for small organizations for large endowments for different types of
foundations that have very unique objectives with hundreds of billions in assets
CAPTRUST really has the ability to invest in depth of resources. And that means
specialists in various areas of the practice behind every advisor. There are
hundreds of people that are myopically focused on whatever their line of
business is to support the advisor. We leverage different departments within our
firm that being our vendor analysis team due diligence performance reporting and
client services to ensure that our clients are getting the highest quality of
service that they can get second in new client comes in.
I work really closely with their service team to make sure that the transition
for them to CAPTRUST is smooth. The top priority is understanding what their
goals and objectives are so we spend a lot of time up front really trying to dig
into what the client needs then based off of those needs and future goals. We
put together really individualized plan find the perfect fit.
Over the past few years we’ve continued to accelerate our investment in the
endowment and Foundation practice, whether that’s individuals with expertise and
planned giving or doing our advised funds or whether it’s the growth of our
endowment and Foundation survey. We’ve added staff that are focused exclusively
on endowments and Foundations. We’ve improved our access to the Alternatives
investment space and really just generally invested in the technology and other
resources necessary to bring great outcomes to our clients.
Another really unique thing about CAPTRUST is we have the CAPTRUST Community
Foundation, which is a hundred percent employee managed. So we have a board of
directors. We have an investment committee. We have a grants committee. So it
gives us and the people that you’re interacting with on a day-to-day basis a
unique perspective about understanding how a nonprofit works. Most organizations
are insome sort of a fundraising mode. They’re looking for more donors and
they’re looking to increase the gifts from those donors to help fulfill their
mission.
So, how can we help? Well, we can help with different ways to communicate to
their donor base giving them access to information about how prudently their
Investments are being managed. We can also help organize strategies around more
tax-efficient ways of giving. If you’re able to show a donor that you have a
Sound Investment program and a great governance structure. Generally that’s
going to give them a lot more confidence when they think about donating more
money in the future every year.
We survey Endowments and Foundations both clients and non-clients and we take
those insights to share with our clients about what peers are doing most
importantly what the most successful peers are doing differently than the
nonprofit community at large. We ask questions from everything from asset
allocation to investment outcomes. But we also talk about governance donor
engagement diversity equity and inclusion really the idea is to Garner as much
knowledge and resources that we can to share and create a collective experience
across our client base.
There have been many trends that have been identified one in particular is on
social responsible investing. This is a topic that either donors are bringing up
or they’re bored is bringing up and so we can help come in and provide the
education and help streamline their Sisters and align their portfolio with their
mission. What are we doing that socially responsible. What are our environmental
objectives identifying those Trends sharing those with clients having those
conversations early have helped us get our clients in shape and address some of
the issues that are happening from a social standpoint all across the country
since our founding. Our mission has been to serve our clients colleagues and
communities unequal footing. And the endowment Foundation practice is a really
unique space where all three of those intersect in a meaningful way. Giving back
is so deeply embedded in the captchas culture. And I think that’s something that
aligns really well with our endowment Foundation clients.
It’s not lost on us that when we help our endowment Foundation clients succeed
that they’re able to amplify the good that they’re doing. One of our beliefs is
that all foundations and endowments regardless of their size should get
world-class investment advice. CAPTRUST we’ve designed our organization to make
sure that the same person who’s working on a billion dollar endowment is working
on a five million dollar Foundation. By combining deep expertise and Technical
topics with deep understanding of what organizations are trying to accomplish we
can design investment programs that help organizations continue to make an
impact in their community and grow that positive impact over time.
As a nonprofit leader. There are a lot of issues on your plate. You have clients
that you’re serving board Dynamics when you’re aligned with an organization like
CAPTRUST you can take a breath, you know, that that piece of your
responsibilities is taken care of that you’re making good decisions there that
there’s Integrity in your process. And so that allows you to focus on other
things.
ENDOWMENTS & FOUNDATIONS
Fiduciary, investment, and risk management services with your mission in mind
I’m a Nonprofit Leader
Individuals
Retirement Plan Sponsors
Endowments & Foundations
Select an option Individuals Retirement Plan Sponsors Endowments & Foundations
Process
WHAT TO EXPECT FOR INDIVIDUALS
Our clients range from new investors and small business owners to key
executives, professional athletes, and those with significant wealth. Regardless
of how complex or unique your financial picture may be, we’re ready and equipped
to help you.
Get Started
1
Find Your Nearest CAPTRUST Location
Our nationwide presence means you’re never too far away from a CAPTRUST advisor.
2
Tell Us About Yourself
Understanding who you are and what you want your money to do is the most
important step to providing good advice.
3
Match with a Financial Expert
We’ll connect you with a financial advisor who is well-positioned to give
customized advice that matches your unique goals.
Process
WHAT TO EXPECT FOR RETIREMENT PLAN SPONSORS
With more than 25 years of continuous focus, learning, and reinvestment, we have
developed an unrivaled depth of resources and industry leverage. We use these
tools to create successful results for our clients.
Get Started
1
Explore the Range of Services We Offer
We have a deep bench of national talent with specializations by plan type,
industry, investment pools, and even geography.
2
Tell Us About Your Goals and Priorities
The best advice comes from truly understanding your organization, your goals,
and your expectations.
3
Match with a Financial Expert
We’ll connect you with a financial advisor who can provide customized advice
that matches your unique goals.
Process
WHAT TO EXPECT FOR ENDOWMENTS & FOUNDATIONS
We provide expert guidance and resources to help endowments and foundations
address their investment, spending, governance, and donor development
challenges. With expertise across the full spectrum of nonprofits, we leverage
decades of experience to help our clients achieve their missions.
Get Started
1
Consider Which Services You’re Interested In
Our expert team has specialized knowledge and experience by organization type,
category of nonprofit or charitable trust, and even geography.
2
Tell Us About Your Organization and Mission
Understanding your objectives, your mission, and the type of advisory
relationship you are seeking helps us understand how we can best help.
3
Match with a Financial Expert
We’ll connect you with a financial advisor who is well-positioned to give
customized advice that matches your unique goals.
Locations
PERSONALIZED ADVICE, AVAILABLE NATIONWIDE
Once you’re ready for expert fiduciary guidance, we’re easy to reach. With
branches across the country and more than 1500 employees, our expert advisors
are ready to serve you, no matter where you are.
Find a CAPTRUST Location Near You
MEET THE TEAM
Majority employee-owned and mission-driven, CAPTRUST has a team of more than
1500 employees, all dedicated to ensuring our clients’ success. Hear from them
directly below.
Learn More About Working at CAPTRUST
To truly enrich the lives of our clients, we start by working from the client
backwards. First, we understand what people need and what problems we can help
them solve. Then we can make sure they have the right tools and resources to
succeed. That’s the way we’ve structured our firm and grown it over the years—by
working to understand what people want and need.
J. Fielding Miller
Chairman and Chief Executive Officer
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Individuals
5.6.2024
Six Keys to More Successful Investing
Delve into this quick read and learn six basic principles that can help you
invest more successfully—from considering different asset allocations to making
sense of time horizons and understanding long-term compounding.
Retirement Plan Sponsors
5.30.2024
Upcoming Webinar! Quarterly Industry Insights: Insurance Industry
As their retirement plan advisor, CAPTRUST serves almost 100 clients in the
insurance industry, with more than $34 billion in plan assets. Our advisors
recently completed quarterly review discussions with these clients.
Endowments & Foundations
5.20.2024
Episode 13: Nonprofits and Cybersecurity
CAPTRUST News
5.10.2024
CAPTRUST on Barron’s Top 100 for 2024
Prestigious list spotlights nation’s best advisor teams
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