6 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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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
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...
Wealth Management
4 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
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