Retirement Plan and Wealth Management and Nonprofit Advisory Services Houston TX
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Houston, TX

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1001 McKinney Street #1730
Houston, TX 77002

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Phone: 713.227.0100

Mon–Thurs, 8:00 am–5:00 pm
Fr, 8:00 am-3:30 pm

Institutional Retirement
Wealth Management
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 Houston-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits.

Advisor

Jason Martinez, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

David Stix, CFA®

Senior Vice President,
Financial Advisor

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News & Resources

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Contact Us

How can we help?

Houston, TX

1001 McKinney Street #1730
Houston, TX 77002
Phone 713.227.0100
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