3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
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5950 Sherry Ln
#460
Dallas,
TX
75225
Phone: 214.622.6020
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Wealth Management
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 Dallas-based advisors specialize in providing comprehensive investment advisory services to individual investors and fiduciaries of corporate retirement plans.
John A. Pickett, CIMA®
Senior Vice President,
Financial Advisor
Travis Whitten, CFP®
Senior Vice President,
Financial Advisor
David W. Mize, CFP®
Vice President,
Financial Advisor
News & Resources
Announcements
Retirement Plans
1 month ago
Advisor Requests for Proposals (RFPs) in a Post-Pandemic World: Best Practices and Fundamentals (Webinar Recording)
With the height of the pandemic behind us, many plan...
Announcements
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...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
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