CAPTRUST’s Post

Dive into the world of investment strategy with CAPTRUST. An Investment Policy Statement (IPS) is your organization's #blueprint for managing its investment portfolio effectively. Discover the key components your #IPS should include and get started on drafting yours today.

CAPTRUST’s 2024 Endowment and Foundation Survey explores the many ways #nonprofit organizations are preparing for the future by shifting governance structures. 501(c)(3) organizations that fully complete the survey on or before July 5, 2024, will have their names placed in a drawing for a $3,000 donation!

We are thrilled to announce the CAPTRUST Community Foundation's (CCF) 2024 Charity of Choice: Neighbor to Neighbor. CCF supports organizations that specifically enrich the lives of children, and Neighbor to Neighbor embodies our mission through providing after school enrichment and #mentorship programs to more than 300 youth in grades 1–12. Additionally, five other nonprofits were selected to receive CCF national grants for 2024.

Tune in on Wednesday, June 26, to Power Lunch at 2 p.m. ET on CNBC to see CAPTRUST CIO Michael J. Vogelzang, CFA share why the theme of today’s market is resilience. Sarat Sethi, Tyler Mathisen, Kelly Evans

Seven CAPTRUST advisors have been featured in the AdvisorHub 2024 RIAs to Watch list! These advisors have highlighted our commitment to excellence and #innovation in the financial advisory industry. All of the 200 advisors recognized were chosen based on their growth of practice, scope of practice, and professionalism. Here are our CAPTRUST winners: 17. David Akright, CFP® 24. Veronica Karas, CFP®, CDFA® 27. John Keeton, CFA 29. Rebecca Pouliot, CPA, CFP®, AEP® 33. Michael Peters 42. Jay Irons 121. W. Kel Normann Congratulations to all the winners!

In celebration of #PrideMonth, our Pride Employee Resource Group (ERG) hosted Treat Week, featuring a little something for everyone in the Raleigh office. Check out some photos and join us in celebrating the diversity within our CAPTRUST community. Jade Wolfe, Alysia Tacinelli, Tahzeen Alam, Levi Warren, Briana Smith, CFP®, CPWA®, Curtis Campbell, Reilly Leaver

Attracting and retaining top #talent is essential to organizational success. In our latest article, we discuss how offering tailored financial wellness #benefits can boost employee loyalty and productivity.

For nonprofit leaders and investment committee members, safeguarding your organization's financial integrity is crucial. Our latest article provides seven #fiduciary tips to help you manage your responsibilities effectively. These best practices are designed to mitigate legal risks and create better outcomes for your community.

As June began #PrideMonth, our PRIDE Employee Resource Group volunteered at Haven House Services, supporting their mission to provide safe environments for youth in crisis. Check out these photos from our day of service and join us in fostering a supportive and inclusive community. Selby Rempfer Alysia Tacinelli Jacquelyn Guthrie S. Eliza Powers