7 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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83 Mason St
Greenwich,
CT
06830
Phone: 203.869.0033
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Endowments & Foundations
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 Greenwich-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Bruce Graham, CFA®
Vice President,
Financial Advisor
Ernest A. Liebre
Senior Vice President,
Financial Advisor
News & Resources
Resources
Plan Sponsor eBrief
3 months ago
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
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