CAPTRUST
Trusted financial advice tailored to your unique goals.
BUSINESS LOCATION
333 S 7th St #2900, Minneapolis, MN, 55402, USCONTACT HUB
BUSINESS OVERVIEW
CAPTRUST is a leading financial consulting firm based in Minneapolis, MN, offering comprehensive wealth management, investment advisory, and fiduciary services tailored to individuals, families, retirement plan sponsors, and nonprofit organizations. With a nationwide presence and a commitment to fiduciary responsibility, CAPTRUST provides expert financial advice, risk management, and customized planning solutions to help clients achieve their unique financial goals.
SERVICE AREAS
Minneapolis
Minnesota
WORKING HOURS
CLOSED UNTIL 08:00 AMSERVICES & SPECIALTIES
- Comprehensive Wealth Planning
- Investment Advisory
- Fiduciary Services
- Retirement Plan Consulting
- Nonprofit Investment Management
- Risk Management
- Tax Consulting
- Philanthropic Planning
- Wealth Planning
- Investment Advisory
- Fiduciary Services
- Risk Management
- Financial Planning
- Portfolio Management
- Retirement Plan Consulting
- Business Succession Planning
- Charitable Gift Planning
- Corporate Benefits Planning
- Education
- Estate
- and Legacy Planning
- Exit Planning
- Family Governance Planning
- Family Philanthropic Planning
- Insurance Planning
- Performance Reporting
- Tax Consulting and Compliance
- 3(21) and 3(38) Services
- Actuarial Services
- Asset Allocation and Diversification Management
Frequently Asked Questions (FAQs)
CAPTRUST is located at 333 S 7th St #2900, Minneapolis, MN 55402.
You can contact CAPTRUST by calling +1(612) 347-7979.
CAPTRUST is listed under the following categories: Financial institution, Financial Planner, Investment Company, Investment Service, Tax Consultant .
CAPTRUST provides services in the following areas: Minneapolis, Minnesota .
CAPTRUST provides a range of services, including: Wealth Planning, Investment Advisory, Fiduciary Services, Risk Management, Financial Planning, Portfolio Management, Retirement Plan Consulting, Business Succession Planning, Charitable Gift Planning, Corporate Benefits Planning, Education, Estate, and Legacy Planning, Exit Planning, Family Governance Planning, Family Philanthropic Planning, Insurance Planning, Performance Reporting, Tax Consulting and Compliance, 3(21) and 3(38) Services, Actuarial Services, Asset Allocation and Diversification Management .
CAPTRUST specializes in: Comprehensive Wealth Planning, Investment Advisory, Fiduciary Services, Retirement Plan Consulting, Nonprofit Investment Management, Risk Management, Tax Consulting, Philanthropic Planning .
CAPTRUST was established in 1997.
The languages spoken at CAPTRUST include: English .
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