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Richmond, VA

Richmond_Blue

Non-branch Location
Richmond, VA 23235

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Phone: 804.672.4500

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Institutional Retirement

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 Richmond-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Barron (Barry) V. Schmitt

Principal,
Financial Advisor

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Advisor

Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

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Richmond, VA

Non-branch Location
Richmond, VA 23235