Contact

Phone: 405.810.7730

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

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
Oklahoma City

At CAPTRUST, we pride ourselves on our commitment to exceeding the expectations of our clients. Through our values-based approach, we foster a best-in-class experience that keeps your unique financial goals at the forefront of everything we do. Ready to work with an industry expert? Get started at your local CAPTRUST office today.

Our Team

Scott Duncan

Senior Vice President,
Financial Advisor

Karl J. Eggerss

Principal,
Financial Advisor

Oliver Norman

Senior Vice President,
Financial Advisor

Improved financial organization often leads to more peace of mind for our clients. As such, our goal is to help them by providing bespoke, holistic financial plans that factor in estate planning, property casualty insurance, education funding, income tax planning, and more.
Oliver Norman

Resources

Get Informed

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