Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Back to all locations
Birmingham_Blue

2000 Southbridge Pkwy #500
Birmingham, AL 35209

Directions

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.

Video Thumbnail

Our Team

CAPTRUST’s Birmingham-based advisors provide investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits.

Advisor

Phillip C. Anderson, AIF®

Principal,
Financial Advisor

View Profile
Advisor

Paul Owen, AIF®, APR®, MBA

Principal,
Financial Advisor

View Profile
View All News and Resources

Contact Us

How can we help?

Birmingham, AL

2000 Southbridge Pkwy
#500
Birmingham, AL 35209