CAPTRUST and Pensionmark Announce Strategic Partnership

April 20, 2015

On March 16, 2015 CAPTRUST Financial Advisors announced a strategic partnership with Pensionmark to create a new, jointly owned retirement plan advisory entity.

The newly created entity will operate as Pensionmark’s registered investment advisor and is expected to advise more than 3,000 combined institutional clients and over $170 billion in assets.

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm focusing on retirement plan and investment advisory services. It currently represents around $160 billion in client assets across the United States.

Terms of the deal will allow the two firms to continue to offer services independent of one another, but also offer jointly developed strategies and programs. The new entity will also allow Pensionmark to expand its wealth management platform to focus on more sophisticated high-net-worth services. The transaction is expected to close during the second quarter.

To read the press release: please click here.


Investment Manager Strategic Investments, Transactions