3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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3000 Town Ctr #2650
Southfield,
MI
48075
Phone: 248.223.3765
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 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 Southfield-based advisors provide investment advisory services to fiduciaries of corporate retirement plans.
Susan Shoemaker, CFP®, AIFA
Senior Vice President,
Financial Advisor
Brett Reardon, CPFA, CIMA®
Financial Advisor,
Relationship Manager
Jeremy Chambers, CPFA, QKA, CIMA®
Vice President,
Financial Advisor
Justin Domber, CPFA, CIMA®
Financial Advisor,
Relationship Manager
News & Resources
Wealth Management
Announcements
3 months ago
Fourteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors List
Fourteen CAPTRUST advisors were recognized on the National Association of...
Wealth Management
4 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Announcements
6 months 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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