3 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Back to all locations
2614 19th Street South
Homewood,
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
Wealth Management
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 wealth management services to high-net-worth individuals, business owners, and families, as well as 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
Senior Director,
Portfolio Management
Beau K. Williams, CFA®
Senior Financial Advisor
News & Resources
Resources
Wealth Management
3 days ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Contact Us
How can we help?
