1 CASE STUDY About CAPTRUST Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $362 billion in client assets. An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations, as well as comprehensive wealth planning services to executives and high-net-worth individuals. CAPTRUST’s mission is to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectations. The firm also operates the CAPTRUST Community Foundation, a charity focused on meeting the needs of underserved children. Palo Alto Networks | CAPTRUST | Case Study 1 Leading Fi

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