Adam Cohen
Senior Associate, Investment Research, Consulting Research Group at CAPTRUST
Last Updated:
August 08, 2020
Durham, North Carolina, United States
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Company Information

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory servic...
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals. ----- Catawba Capital Management offers personalized investment management for individuals, businesses and institutions. Catawba Capital Management manage funds based on the principals of conservative investment management: investing in highquality securities at reasonable prices in diversified portfolios.
Location

4208 Six Forks Road, Raleigh, North Carolina, United States, 27609

Contact Number

(800) 216-0645

No. of Employees

570

Revenue

$75M

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Keywords

retirement plan advisory services, investment advisory, nonqualified advisory services, discretionary investment management, financial, estate planning, provider search, selection, fee benchmarking, participant education, advice, and fiduciary process management, finance, financial services, law practice, legal services

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