Address

3000 Town Ctr #2650
Southfield, MI 48075

Contact

Phone: 248.223.3765

Who We Serve

Endowment & Foundation Leaders Retirement Plan Sponsors

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

See Nearby Locations

Clarkston, MI

Endowment & Foundation Leaders

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

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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.

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CAPTRUST

Southfield

Work towards achieving your organization’s financial goals by partnering with local experts at CAPTRUST. Through objective-based guidance, our team of advisors work with you to make informed decisions that best fit your unique needs. Connect with your local CAPTRUST experts today.

Our Team

Jeremy Chambers

Vice President,
Financial Advisor

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Justin Domber

Financial Advisor,
Relationship Manager

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Errol Hau

Principal,
Financial Advisor

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Brett Reardon

Senior Financial Advisor,
Relationship Manager

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Susan Shoemaker

Principal,
Financial Advisor

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Our team specializes in serving all types of organizational retirement plans, including 403(b) and governmental plans. We strive to exceed client expectations by proactively considering their needs and how we might take things off their plates so they focus on their busy schedules.

Susan Shoemaker