1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
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99 Monroe Ave NW
#901
Grand Rapids,
MI
49503
Phone: 616.643.4011
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Introduction
CAPTRUST’s Grand Rapids, Michigan-based advisors specialize in providing investment advisory services to fiduciaries of retirement plans.
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.
Dori Drayton, CPA, CFP®
Senior Vice President,
Financial Advisor
Jeremy Tollas, CPFA, CIMA®
Vice President,
Financial Advisor
News & Resources
Announcements
Retirement Plans
6 months ago
CAPTRUST Makes NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
6 months ago
26 CAPTRUST Teams Listed on NAPA’s Top DC Advisors
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
6 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
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