2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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Houston, TX
777 South Post Oak Ln
#2055
Houston,
TX
77056
Phone: 713.683.3818
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s Houston-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits. The Houston team joined CAPTRUST from South Texas Money Management in 2019.
David Stix, CFA®
Senior Vice President,
Financial Advisor
John Matejka, CRPS®
Vice President,
Financial Advisor
News & Resources
Resources
Retirement Plans
2 months ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
Retirement Plans
3 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Resources
5 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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