VESTED 2023 Media Kit

2023 MEDIA KIT

VESTED CAPTRUST MAGAZINE

TO I N F O R M A N D I N S P I R E .

ABOUT VESTED Launched in 2015 and produced exclusively for clients and friends twice annually, VESTED Magazine is CAPTRUST’s signature magazine. With the goal of engaging and inspiring readers, VESTED provides timely, relevant, and actionable ideas and recommendations to inform what’s next for our clients. From deep dives into the markets to a retiree’s newly discovered passion, VESTED Magazine offers something for every reader to connect with.

AUDIENCE The VESTED audience ranges from the affluent in their mid- to late 40s to ultrahigh-net-worth individuals and families in their early 70s. VESTED readers will be baby boomers with significant accumulated wealth; our average client is a couple in their mid- to late 50s with approximately $2.5 million of household investable assets.

2023 VESTED MAGAZINE MEDIA KIT

READERSHIP 20,000+

16,735

57

Complimentary copies distributed per issue across all 50 states

Unique visitors on captrust.com/vested

Average age

INSIDE THE ISSUE

Within the pages of VESTED, the sections are structured to include inspirational stories as well as what CAPTRUST does best: financial planning and wealth management advice and guidance.

Second Act highlights a transition from one stage of life to another.

2023 VESTED MAGAZINE MEDIA KIT

Passion Pursuits explore the diverse interests of readers and what brings them joy later in life.

Tips and tricks to ensure a Lasting Legacy.

Expert Angle examines a variety of topics surrounding retirement.

2023 VESTED MAGAZINE MEDIA KIT

Get our view on the capital markets, investing, and related topics with Investment Feature.

Strategize for financial success with Planning Feature.

LETTER FROM THE PUBLISHER As CEO of CAPTRUST, I am thankful for the many clients who have entrusted us with their financial well-being, the wonderful team of colleagues we have built, and the opportunities that lie ahead. For more than 20 years, CAPTRUST has provided institutional and private investors with an independent and objective choice for financial advice and fiduciary support. Through VESTED Magazine, CAPTRUST provides an extra layer of expertise in the industry, setting our clients and friends up for success in retirement and beyond. I hope you enjoy reading the stories in each issue as much as I do.

J. FIELDING MILLER CAPTRUST Chief Executive Officer 2023 VESTED MAGAZINE MEDIA KIT

ABOUT CAPTRUST Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.

CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance for individuals and families. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, plan design, provider analysis/fee benchmarking, and employee advice programs.

To join the VESTED reader community, scan the QR code to request a complimentary subscription. If you have any questions, send us a note at vestedteam@captrust.com.

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