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Grand Rapids, MI

Grand-Rapids-film-scaled

99 Monroe Ave NW #901
Grand Rapids, MI 49503

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Phone: 616.643.4011

Mon–Fri, 8:00 am–5:00 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 Grand Rapids-based advisors provide investment advisory services to fiduciaries of corporate retirement plans as well as wealth management services to high-net-worth individuals, business owners, and families.

Advisor

Anthony Bergstrom, CPFA

Financial Advisor,
Relationship Manager

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Advisor

Jeremy Tollas, CPFA, CIMA®

Vice President,
Financial Advisor

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Contact Us

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Grand Rapids, MI

99 Monroe Ave NW
#901
Grand Rapids, MI 49503