www.captrust.com
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urlscan Pro
2620:12a:8000::1
Public Scan
Submitted URL: http://www.captrust.com/
Effective URL: https://www.captrust.com/
Submission: On July 05 via api from US — Scanned from US
Effective URL: https://www.captrust.com/
Submission: On July 05 via api from US — Scanned from US
Form analysis
5 forms found in the DOMPOST 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="apbct_visible_fields_0" name="apbct_visible_fields" value="eyIwIjp7InZpc2libGVfZmllbGRzIjoiIiwidmlzaWJsZV9maWVsZHNfY291bnQiOjAsImludmlzaWJsZV9maWVsZHMiOiJsb2NhdGlvbl9zZWFyY2giLCJpbnZpc2libGVfZmllbGRzX2NvdW50IjoxfX0=">
</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;} "
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="hidden" name="gform_ajax" value="form_id=3&title=&description=&tabindex=0&theme=gravity-theme">
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POST /#gf_2
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_2" id="gform_2" action="/#gf_2" data-formid="2" novalidate="">
<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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<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">
</div>
</div>
<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>
</div>
<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>
</div>
<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>
</select></div>
</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]); }">
<input type="hidden" name="gform_ajax" value="form_id=2&title=1&description=1&tabindex=0&theme=gravity-theme">
<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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Skip to Content Go to Homepage * Solutions * Solutions * Individuals * Individuals * Individual Investors * Executives & Business Owners * Families with Complex Needs * Professional Athletes * Retirement Plan Sponsors * Retirement Plan Sponsors * Corporations * Educational Institutions * Healthcare Organizations * Nonprofits * Government Entities * Endowments & Foundations * Endowments & Foundations * Healthcare & Educational Services * Community & Private Foundations * Religious Organizations * Membership Organizations * Cultural & Social Services Organizations * See All Solutions Comprehensive wealth planning and investment advice, tailored to your unique needs and goals. * Individual Investors * Executives & Business Owners * Families with Complex Needs * Professional Athletes Investment advisory and co-fiduciary services that help you deliver more effective total retirement solutions. * Corporations * Educational Institutions * Healthcare Organizations * Nonprofits * Government Entities CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations. * Healthcare & Educational Services * Community & Private Foundations * Religious Organizations * Membership Organizations * Cultural & Social Services Organizations * About Us * About Us * Our People * Our Story * Learn About CAPTRUST * Locations Locations FIND A LOCATION Search by city, state, or ZIP. City, state or ZIP Go View All Locations * Resources * Resources * Articles * Podcasts * Videos * Webinars * See All Resources Contact Us * My Accounts * Find an Advisor * VESTED * CAPTRUST News * CAPTRUST at Work * Acquisitions * Careers * Submit RFP * Important Disclosures Search for content Go 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 2007) 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 RESOURCES GET INFORMED From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type. 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 6.25.2024 Succession Planning for Nonprofits Picture this: An established community foundation’s long-serving executive director unexpectedly retires due to health issues. The board scrambles to find a replacement, hiring a charismatic new director who is available immediately but lacks the necessary leadership experience and community connections to be successful in the role. Soon after, the foundation sees a decline in donor engagement, an uptick in staff turnover, and a pause in grantmaking activities, impacting its ability to serve the community. Endowments & Foundations 6.25.2024 Selecting a Qualified Default Investment Alternative (QDIA) A qualified default investment alternative (QDIA) is the default investment option offered inside an employer-sponsored retirement plan. By using a QDIA, plan sponsors can ensure their participants have a well-diversified investment portfolio that is being prudently managed, even if they don’t manage it themselves. In this video, learn the benefits of a QDIA and what to consider when selecting one. CAPTRUST News 6.26.2024 The CAPTRUST Community Foundation Announces 2024 Charity of Choice The CAPTRUST Community Foundation chose Neighbor to Neighbor as its 2024 Charity of Choice. 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