1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
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3600 Lime St
Bldg 2
Riverside,
CA
92501
Phone: 951.374.5500
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Wealth Management
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 Riverside-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.
Teri Parker, CFP®
Vice President,
Financial Advisor
James Valmonte, AIF®, CFP®
Vice President,
Financial Advisor
News & Resources
Announcements
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Resources
5 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Resources
6 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
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