2 days ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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Riverside, CA
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
Announcements
1 week ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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