Strategy & Corporate DevelopmentEvent: September 3, 2026
CAPTRUST transitioned from a Mutual Fund S&P 500 Index Fund to a Collective Investment Trust version of the same investment option holding the same 500 stocks, reducing participants expense by nearly 50%
Published
Signal category
Strategy & Corporate Development
Quote
“The organization had moved from a Mutual Fund S&P 500 Index Fund to a Collective Investment Trust version of the same investment option holding the same 500 stocks and as a result had reduced the participants expense by nearly 50%”
— Joe DeBello|CAPTRUST team
Company
- Industry
- Financial Services
- Location
- Raleigh, US
- Company size
- 1,914 employees
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, endowments, foundations, institutional investors, executives, and high net-worth individuals.