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Atlanta, GA

Atlanta 2_Blue

3348 Peachtree Rd, NE #1420
Atlanta, GA 30326

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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

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 Atlanta-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Richmond G. Bernhardt III

Principal,
Financial Advisor

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Advisor

Drew McCorkle

Senior Vice President,
Financial Advisor

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Atlanta, GA

3348 Peachtree Rd, NE
#1420
Atlanta, GA 30326