2 days ago
South Texas Money Management Announces Plans to Join CAPTRUST
CAPTRUST is a leading independent wealth management and institutional investment...
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801 International Parkway,
Fifth Floor
Lake Mary,
FL
32746
Phone: 407.505.4556
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Institutional Retirement
Endowments & Foundations
Our Team
The Lake Mary office specializes in providing retirement plan advisory services to institutional fiduciaries and holistic investment advisory services to high-net-worth individuals and families, higher education and nonprofit clients.
News & Resources
Announcements
Wealth Management
3 days ago
Anxious August
It’s August. School hasn’t started yet, and many families are...
Retirement Plans
2 weeks ago
Fiduciary Update | August 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle touches on...
Wealth Management
4 weeks ago
Investment Strategy | July 2019
In this edition of Investment Strategy, readers hear from CAPTRUST’s...
Wealth Management
1 month ago
A Look Inside VESTED with the Editor in Chief
Want to know more about VESTED? Get a look behind-the-scenes...
Resources
2 months ago
High Earners Face Retirement Challenges
More money can help employees get ahead financially, but even...
VESTED Magazine
2 months ago
Mission for Nutrition
After Doug Rauch embarked on a fellowship program for retired...
Endowments & Foundations
4 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of...
Announcements
2 months ago
VESTED, Summer 2019
We are pleased to announce that the Summer 2019 issue...
Wealth Management
4 months ago
Market Update | April 2019
In this video CAPTRUST CIO Kevin Barry reminds us that...
Retirement Plans
5 months ago
Auto Alone Falls Short
Participant inertia, which can work both in favor of and...
Announcements
8 months ago
23 CAPTRUST Office Teams Named to 2018 NAPA Top DC Advisor Teams List
The list, compiled by the National Association of Plan Advisors’...
How can we help?
Lake Mary, FL
801 International Parkway,
Fifth Floor
Lake Mary, FL 32746
Phone 407.505.4556