Broker-Dealers & RIAs • NAPA Firm Partners
CAPTRUST
CBIZ Investment Advisory Services, LLC
Raleigh, NC • www.captrust.com
Cleveland, OH • www.cbiz.com/investment
Key Contact(s)
Key Contact(s)
John Curry • 919.870.6822 • john.curry@captrust.com
Brian Dean • 216.520.6178 • bdean@cbiz.com Anna Rathbun • 216.525.7022 • arathbun@cbiz.com Kathryn Louttit • 216.525.1939 • klouttit@cbiz.com
Firm Profile CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and highnet-worth individuals.
Firm Profile
Primary Market(s) Served
CBIZ Investment Advisory Services, LLC (“CBIZ IAS”), a Registered Investment Adviser, provides investment advisory and investment management services for retirement plans, including defined contribution, defined benefit and OPEB plans, corporations, trusts, endowments and foundations, and individuals. CBIZ IAS provides investment advice to clients with approximately $43.8 billion in assets as of December 31, 2019.
Options Available
Primary Market(s) Served
• Benchmarking Tools • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models
76
• 408(b) (2) – In-House or Outsourced • Plan Sponsor Fiduciary Training
NAPA BLACK BOOK 2020
• Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business 469
BB_WIN20_68-103_BDR.indd 76
Options Available • Benchmarking Tools • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38) • Plan Sponsor Fiduciary Training
Home Office Employees Supporting the Business 138
11/19/20 12:07 PM