1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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2262 Blue Stone Hills Dr
#B
Harrisonburg,
VA
22801
Phone: 540.442.6426
Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 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 Harrisonburg-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.
Jenifer Nesselrodt, AIF®, CEBS, RPA
Senior Financial Advisor,
Relationship Manager
Kenneth J. Rogers, AIF®, CEBS, CFP®
Senior Vice President,
Financial Advisor
News & Resources
Resources
Retirement Plans
1 month ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
Retirement Plans
2 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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