1 day ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
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2000 Southbridge Pkwy
#500
Birmingham,
AL
35209
Phone: 205.949.6040
Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 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 Birmingham-based advisors provide investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits.
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Donald Lutomski, CFA, CMA
Principal,
Financial Advisor
John P. Maloney, CFA
Principal,
Financial Advisor
Paul Owen, AIF®, APR®, MBA
Principal,
Financial Advisor
James Underwood, CFA
Principal,
Portfolio Strategist
Beau K. Williams, CFA®
Senior Financial Advisor
News & Resources
Wealth Management
In the Community
2 days ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
Endowments & Foundations
5 days ago
Advisor Requests for Proposals (RFPs) for Endowments and Foundations: Best Practices and Fundamentals (Webinar Recording)
For many endowments and foundations, plans to change or add...
Wealth Management
1 month ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
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