Contact
Phone: 404.201.6472
Hours
Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm
Our award-winning Alpharetta-based advisors provide investment advisory and fiduciary services to corporate retirement plans, as well as endowments and foundations of nonprofit organizations.
Phone: 404.201.6472
Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 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.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
When you partner with CAPTRUST, you receive the peace of mind that our team of trusted financial advisors will work with you, keeping your goals at the forefront. We combine our values-first approach with industry expertise to create custom solutions for your financial challenges and needs. Partner with CAPTRUST by contacting your local office today.
Principal,
Financial Advisor
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Principal,
Financial Advisor
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Senior Consultant,
Relationship Manager
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Principal,
Financial Advisor
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