7 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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Non-branch Location
Columbia,
MD
21046
Phone: 919.870.6822
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
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 Columbia, MD-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.
John Zick, AIF®, CPFA
Vice President,
Financial Advisor
News & Resources
Wealth Management
Wealth Management
8 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Resources
1 year ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Retirement Plans
1 year ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
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