CAPTRUST Financial Advisers has announced the addition of Trutina Financial.
Trutina is based in Bellevue, Wash., and oversees more than $1.1 billion in assets across institutional and individual clients.
Like CAPTRUST, Trutina serves clients across three lines of business: family wealth management; retirement plan services; and corporate cash management for business clients, endowments, and foundations. Trutina translates to “balance” in Latin, and the firm works to provide balance to clients with its holistic service model — from investment strategy to financial planning, plus giving back to the local community.
Geoffrey Schock, managing partner and chief compliance officer, and Matt Myers, senior partner and chief strategy officer, lead the firm and have joined CAPTRUST, along with 13 colleagues.
