As a part of its expansion strategies, CAPTRUST is trying to deepen its expertise in full-service discretionary consulting and participant advice.
The acquisition will add to CAPTRUST a 10-year proven record of discretionary consulting results, a long list of clients, and a platform that will allow it to scale its operations.
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Commenting on the acquisition, Wayne, who will be taking a leadership role at CAPTRUST said: "Both firms are leaders in the marketplace and together are one of the country’s largest consultants to all types of retirement plan sponsors. We see this partnership as a real endorsement of the successful business we have built."
Freedom One Financial’s acquisition is the second and the third new office location for CAPTRUST in the past year.
CAPTRUST Financial Advisors is an independent retirement plan advisory firms, and Freedom One Financial Group is also a retirement advisory firm specializing in providing retirement plan and investment advisory services to emerging market companies.
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