Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Back to all locations

Grand Rapids, MI


99 Monroe Ave NW #901
Grand Rapids, MI 49503


Phone: 616.643.4011

Mon–Fri, 8:00 am–5:00 pm

Institutional Retirement


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.


Anthony Bergstrom, CPFA

Financial Advisor,
Relationship Manager

View Profile

Jeremy Tollas, CPFA, CIMA®

Vice President,
Financial Advisor

View Profile
View All News and Resources

Contact Us

How can we help?

Grand Rapids, MI

99 Monroe Ave NW
Grand Rapids, MI 49503