6 days ago
Upcoming Webinar! Tight Labor Market’s Impact on Retirement Plan Design
Join CAPTRUST for a webinar that explores the new retirement...
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99 Monroe Ave NW
#901
Grand Rapids,
MI
49503
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.
Dori Drayton, CPA, CFP®
Senior Vice President,
Financial Advisor
Anthony Bergstrom, CPFA
Financial Advisor,
Relationship Manager
Jeremy Tollas, CPFA, CIMA®
Vice President,
Financial Advisor
News & Resources
Retirement Plans
Retirement Plans
1 month ago
Beyond the Headlines: Plan Sponsor Predictions for 2022 (Webinar Recording)
In this webinar recording, a panel of retirement plan experts...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Announcements
3 months ago
Fourteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors List
Fourteen CAPTRUST advisors were recognized on the National Association of...
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