Our Los Angeles-based team provides expert wealth management and investment advisory services for high-net-worth individuals, corporate retirement plan sponsors, and endowments and foundations of nonprofits.
Non-branch Location
Los Angeles, CA 90067
Phone: 919.870.6822
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Financial goals are achieved through informed, trustworthy decisions. That’s why at CAPTRUST, our strong values and years of experience keep your best interests at the forefront. As your local advising service, we’d love to apply our expertise to your unique financial needs.
Managing Director, Head of Mergers and Acquisitions
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