Phone: 305.892.0420


Mon–Fri, 8:30 am–5:00 pm

Endowments & Foundations
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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North Miami

Partner with our CAPTRUST team in North Miami, FL. We can help you build your financial foundations with support from experts dedicated to providing objective fiduciary advice. With the appropriate resources, you’ll be empowered to make informed decisions that work towards your short- and long-term goals.

Our Team

Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

Our team is built on a strong foundation and decades of experience stewarding organizations to achieve their financial goals. We thoughtfully provide independent advice for clients, with a focus on the unique investing processes to provide stability and financial growth.
Steve Schott


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.