7 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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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
Resources
Plan Sponsor eBrief
3 months ago
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
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