Endowments & Foundations
Individuals
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
Omaha

Creating a best-in-class experience requires a deep bench of highly-specialized talent. Our Omaha office is full of CAPTRUST advisors eager to provide clients with objective investment advice. Contact our office to address your specific financial needs.

Our Team

Michael Karstens

Senior Vice President,
Financial Advisor

Darren Obrecht

Vice President,
Financial Advisor

Steve Olafson

Vice President,
Financial Advisor

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.