2 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
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7812 McEwen Rd.
Suite 400
Dayton,
OH
45459
Phone: 937.223.0600
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Institutional Retirement
Our Team
The CAPTRUST Dayton office specializes in providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, corporate executives, and business owners.
Kathleen Carlson, CFA®
Vice President,
Financial Advisor
Ryan W. Lee, CFP®
Vice President,
Financial Advisor
News & Resources
Resources
Resources
3 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Wealth Management
4 months ago
Coping with Market Volatility
Learn more about our thoughts on the COVID-19 virus and...
Retirement Plans
4 months ago
Staying the Course For Retirement
Investment markets around the world are experiencing unprecedented volatility which...
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