5 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
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8031 M-15
Clarkston,
MI
48348
Phone: 248.620.8100
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s Clarkston-based advisors focus on building relationships and meeting existing client needs in the institutional retirement market as well as providing retirement plan advisory services to corporate fiduciaries.
Eric Benedict
Relationship Manager,
Freedom401k
Errol Hau, CTP/CCM
Senior Vice President,
Financial Advisor
Kim Huppertz, QKA
Relationship Manager,
Freedom401K
Casey Pogodzinski
Vice President,
Financial Advisor
John Young
Senior Vice President,
Financial Advisor
News & Resources
Resources
Retirement Plans
6 months ago
CARES Act: Practical Considerations for Plan Sponsors
Get the latest on the Coronavirus Aid, Relief, and Economic...
Retirement Plans
6 months ago
SECURE Act Spurs Access, Interest, Retirement Readiness
As retirement plan sponsors and recordkeepers start to think about...
Resources
6 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
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