Retirement Plan Advisory Miami FL

Address

1801 NE 123rd St #314-320
North Miami, FL 33181

Contact

Phone: 305.892.0420

Who We Serve

Endowments & Foundations Retirement Plan Sponsors

Hours

Mon–Fri, 8:30 am–5:00 pm

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

North Miami

Partner with our CAPTRUST team in North Miami, FL. We can help you build your financial foundations with support from experts dedicated to providing objective fiduciary advice. With the appropriate resources, you’ll be empowered to make informed decisions that work towards your short- and long-term goals.

Our Team

Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

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Our team is built on a strong foundation and decades of experience stewarding organizations to achieve their financial goals. We thoughtfully provide independent advice for clients, with a focus on the unique investing processes to provide stability and financial growth.

Steve Schott