CAPTRUST advisors provide comprehensive investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofit organizations in Detroit, Southfield, Ann Arbor, and other surrounding areas.
Phone: 248.223.3765
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 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.
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.
Vice President,
Financial Advisor
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Financial Advisor,
Relationship Manager
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Principal,
Financial Advisor
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Senior Financial Advisor,
Relationship Manager
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Principal,
Financial Advisor
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