Our advisors specialize in providing comprehensive wealth management and investment advisory services to individuals, retirement plan sponsors, endowments, and foundations in Des Moines.
Phone: 515.657.4100
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.
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 is committed to providing fiduciary services to high-net-worth individuals and institutions, as well as endowments and foundations. By working together, our advisors identify investment opportunities, helping you make smart decisions for every aspect of your financial journey. Whatever your unique needs may be, we’ll put them first. Connect with the experts at CAPTRUST today.
Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Senior Financial Advisor / Relationship Manager
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Senior Vice President,
Financial Advisor
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