1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
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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–4:00 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.
Our Team
CAPTRUST’s Clarkston-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Errol Hau, CTP/CCM
Senior Vice President,
Financial Advisor
Kyle Heppner
Financial Advisor,
Advice & Wellness
Casey Pogodzinski
Vice President,
Financial Advisor
Adam Powell
Financial Advisor,
Advice & Wellness
Chris Roberts, CFEI
Financial Advisor,
Advice & Wellness
John Young
Senior Vice President,
Financial Advisor
News & Resources
Announcements
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Resources
5 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Retirement Plans
6 months ago
CAPTRUST Makes NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
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