CapTrust Financial Advisors provides independent retirement plan advisory services to over 200 mid market plans with more than $5 billion in assets and over 80,000 plan participants.
"As a specialty financial services firm, our staff and resources are dedicated to developing customized investment solutions for each client. With the flexibility, customization and quality they offer, ICC will further enhance our core commitment;" stated J. Fielding Miller, CIMA, CEO, Managing Partner at CapTrust Financial Advisors.
Danny Streiff, ICC Co-Founder and national speaker added, "We are thrilled to add CapTrust Financial Advisors to our alliance program. Their dedication to quality and service is synonymous with our goals."