Freedom One/Cap Trust

Financial ServicesMichigan, United States51-200 Employees

January 9, 2013 - CAPTRUST Financial Advisors, one of the nation’s leading independent retirement plan advisory firms, announced its acquisition of Freedom One Financial Group, a retirement advisory firm specializing in providing retirement plan and investment advisory services to emerging market companies. This acquisition echoes CAPTRUST’s ongoing strategic commitment to expanding its national footprint, attracting the industry’s best talent, and deepening its expertise in full-service discretionary consulting and participant advice. Freedom One, headquartered in Clarkston, Michigan, has nearly a 25-year history of providing unbiased investment advisory services to its clients—sponsors of defined contribution plans and individual investors. Founded by Mark Wayne, the firm is known for its industry-leading combination of model portfolios, high-touch employee education and advice, and fiduciary oversight. This acquisition brings to CAPTRUST a 10-year proven record of discretionary consulting results, a long list of happy clients, and a platform that will allow it to scale its operations.

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