CAPTRUST’s Houston financial advisors use years of expertise and extensive resources to bring thoughtful financial planning and investment advice for a variety of clients.
Phone: 713.227.0100
Mon–Thurs, 8:00 am–5:00 pm
Fr, 8:00 am-3:30 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
CAPTRUST founded itself with a firm commitment to neutrality and excellence, and our Houston location is a prime example of those exact values. No matter your goals, we offer a wide range of expertise to help high-net-worth individuals, corporations seeking advice on prime benefits for employee retirement plans, or nonprofits wishing to bring the most value to their endowments and foundations. Get in touch with our Houston financial advisors to learn how we can work with you to maximize your financial success.
Senior Vice President,
Financial Advisor
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Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Principal
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