Print this article
CAPTRUST Financial Advisors Adds Minnesota Firm To Team
Tom Burroughes
5 April 2017
CAPTRUST Financial Advisors, a US wealth management house, has brought Minnesota-based Windsor Financial Group into its team, part of a trend of how firms are joining up with partner companies to deal with growth and rising regulatory burdens. Windsor is a 30-year-old business operating a fee-only revenue model with an institutional focus, a statement from CAPTRUST said. At present, CAPTRUST has 121 advisors across 30 locations and advises on approximately $210 billion in client assets. The firm specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, CAPTRUST has offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.