At Capital Bank, we believe in offering the best investment options for our retirement plan clients—not just our own funds. Our Investment Officers use a “best of breed” approach, carefully selecting funds based on in-depth research, screening tools, and analysis. We do not accept sales loads, marketing fees, or consulting fees from mutual fund companies, ensuring that every recommendation is made with your best interests in mind.

Our investment selections are reviewed and monitored regularly to keep your retirement plan aligned with your financial goals.

We also offer 3(21) or 3(38) Fiduciary Services to retirement plan clients.

Contact an Investment Officer today to learn more.