Todd Jones

About Todd Jones

Over the past 25+ years at CAPTRUST, I’ve witnessed us grow from a small single advisory shop with a handful of folks into one of the largest independent investment advisory firms in the nation (with more than teammates across 90+ office locations advising on over $1 Trillion of assets). Our centralized \"OneUP\" organizational structure allows us to serve our clients, communities and colleagues as \"One Unified Practice.\"We\'re a bit of a rarity within our industry. Unlike most brokerage & advisory firms across the country, we refuse to take a single penny of \"sponsorship\" dollars,\"marketing support\", travel subsidies, free lunches, or outright kickbacks from fund companies, recordkeepers, insurers or administrative providers. We refuse to be a part of under-the-table revenue sharing arrangements or tolerate \"pay-to-play\" schemes. We don’t hide behind fine print disclosures. We are fiduciaries (both in name & in practice). We’re a battle-tested & transparent advocate for our clients and we\'re 100% committed to their success. We help companies, organizations & universities provide leading-edge retirement & financial wellness programs to their employees, executives and faculty members. We provide prudent investment oversight & governance to non-profits, foundations & institutional endowments. We manage the financial affairs of business owners, executives, pro athletes & affluent families.I\'m blessed to have one of the best jobs in the world. I get to help charities & non-profits expand their reach by growing their foundations & endowments. I get to help organizations manage their corporate retirement programs so their employees can retire both securely & early. I get to help families navigate tough times, grow their wealth & build their legacy.

Experience

1. Principal Financial Advisor

   CAPTRUST

   Aug 2000 — Present · Raleigh, NC, US

   CAPTRUST is an employee-owned/controlled retirement-focused advisory firm. During my 25+ years with the firm, we\'ve grown in size (and talent) from a small single office in Raleigh, NC with less than 15 employees to a national company with employees at present. Today we advise on over $1 Trillion of client assets. Our long-term growth is a direct reflection of unbelievable client loyalty. Since the beginning, we\'ve exceeded 20% annual growth, maintained a 98% client-retention rate, and remained mission-driven, team-focused and other-centered.Our clients engage us for objective advice and counsel. We advocate on their behalf and adhere to a fiduciary standard of care. We don\'t sell products and we have no outside sources of revenue. Unlike most brokers and \"independent\"​ advisors​ in our industry, we adamantly refuse to accept industry gifts, free lunches, incentive trips, subsidized \"due-diligence\" visits, conference registration fees, event sponsorships or ANY type of kick-backs from custodians or investment providers (including something as small and insignificant as a sleeve of golf balls. We call this our \"NO GOLFBALL RULE.\" This ensures that we are 100% objective and unbiased in our approach to advice delivery. It also means we aren\'t beholden to product providers trying to win favor by subsidizing our operational costs or dangling incentives to push their products. What you see is what you get. 100% full transparency.As ERISA 3(21) & 3(38) fiduciaries, we provide conflict-free investment research & advice to corporate, university and non-profit retirement plan sponsors across America. Our driving mission is to help America\'s workers retire financially prepared.We proudly serve:Qualified & NQ Retirement Plan SponsorsColleges & UniversitiesFoundations & EndowmentsBusiness Owners & ExecutivesAffluent Families & IndividualsPro Athletes

Education

• Westminster College (MO)

  Political Science & Economics

  1992 — 1994

• University of Central Missouri

  BA, Economics

  1995 — 1997

Skills

• Philanthropy
• Wealth Management
• Investment Advisory
• Public Speaking
• Non-Qualified Deferred Compensation
• Executive-Level Presentations
• Mutual Funds
• Certified Financial Planner
• Business Relationship Management
• Nonprofits
• Alternative Investments
• Employee Engagement
• Fundraising
• Small Group Presentations
• Retirement Plan Consulting
• Donor Engagement
• Hedge Funds
• Portfolio Assessment
• Strategic Partnerships
• Photography
• Fiduciary Services
• Non-Profits
• Executive Benefit Strategies
• 401k
• Employee Benefits
• 403 B
• Retirement Planning
• Pensions
• Non-Profit Volunteer
• Sales Presentations
• Vendor Relationships
• Investments
• Qualified Retirement Plans
• Retirement
• High Net Worth Individuals
• Strategic Financial Planning
• Situational Sales Negotiation
• Financial Planning
• Financial Advisory
• Coaching