3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
Back to all locations
2500 Northwinds Pkwy
#250
Alpharetta,
GA
30009
Phone: 404.201.6472
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Endowments & Foundations
Introduction
CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.
Our Team
CAPTRUST’s Alpharetta-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofits. In 2020, this group was recognized as one of the Barron’s Top 50 Institutional Consulting Teams.
Evan Melcher, AIF®, ARPC, CIMA®, CPFA
Principal,
Financial Advisor
Zack Sadler, CFA®
Principal,
Financial Advisor
Philly Jones, CFA®
Principal,
Financial Advisor
News & Resources
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
Contact Us
How can we help?
