Contact
Phone: 305.892.0420
Hours
Mon–Fri, 8:30 am–5:00 pm
Our North Miami-based advisors provide fiduciaries services to individuals seeking wealth management, as well as endowments and foundations.
Phone: 305.892.0420
Mon–Fri, 8:30 am–5:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
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.
Principal and Senior Director,
Institutional Religious Retirement and Foundation Services
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