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CAPTRUST Investment consultant
Building financial foundations
- CAPTRUST named #1 US Advisory Firm for Fourth Consecutive year Financial Advisor Magazine
- 34-year operating history
- Employee owned
- $390 billion in client assets under advisement
- More than 1,900 institutional clients
- 3,500+ due diligence calls annually and 350+ onsite/virtual interviews
- More than 2.6 million institutional plan participants across all 50 states
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