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Atlanta_Blue

2500 Northwinds Pkwy #250
Alpharetta, GA 30009

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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.

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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.

Advisor

Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Principal,
Financial Advisor

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Alpharetta, GA

2500 Northwinds Pkwy
#250
Alpharetta, GA 30009