Contact

Phone: 219.926.1182

Hours

Mon–Fri, 7:30 am–4:30 pm

Endowments & Foundations
Individuals
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

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.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
Chesterton

Capitalize on investment opportunities with guidance from a team of industry experts. Our commitment to your financial wellness provides our clients with advising services that put your goals at the forefront. Through a values-based approach, we support and lead you towards achieving objectives unique to your needs. Contact your local office today.

Our Team

Aaron Adcock

Vice President,
Financial Advisor

Mark W. Chamberlain

Principal,
Financial Advisor

Edward A. Cheatham

Vice President,
Financial Advisor

Michael DeLeon

Financial Advisor,
Relationship Manager

Craig Draper

Vice President,
Financial Advisor

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We provide financial advisory services to wealth management, retirement plan, and endowment and foundation clients. Regardless of client type, our approach to advising is to understand the client’s big picture and then provide them with tools, advice, and ongoing support to help them meet their goals.
Tim Rice

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.