2 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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Boerne, TX
114 East Highland Drive
Boerne,
TX
78006
Phone: 210.526.0057
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s Boerne-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.
Karl J. Eggerss
Principal,
Financial Advisor
Casey Keller, CFA
Senior Vice President,
Financial Advisor
Shawn T.H. Morris, CFP®, AAMS®
Vice President,
Financial Advisor
Britni Mosher
Associate,
Relationship Manager
CAPTRUST for Individuals
Creating Richer Lives Podcast
Hosted by Karl J. Eggerss, Principal, Financial Advisor
Welcome to Creating Richer Lives, where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.
News & Resources
Resources
Resources
2 months ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
Announcements
3 months ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
Announcements
4 months ago
CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey
Firm Launches Nonprofit-focused Podcast: Mission +...
