2 months ago
Trends in 3(38) for Plan Sponsors (Webinar Recording)
In this webinar recording, a panel of CAPTRUST experts discuss...
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Santa Barbara, CA
Non-branch Location
Santa Barbara,
CA
93101
Phone: 800.216.0645
Mon–Fri, 8:30 am–5:00 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 Santa Barbara-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.
Taria Agbelusi, CPFA
Senior Financial Advisor,
Relationship Manager
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationship Manager
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA®
Principal,
Financial Advisor
News & Resources
Retirement Plans
Resources
2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Retirement Plans
2 months ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
Retirement Plans
3 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
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