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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3000 Town Ctr #2650
Southfield,
MI
48075
Phone: 248.223.3765
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 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
Announcements
Retirement Plans
6 months ago
CAPTRUST Makes NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
6 months ago
26 CAPTRUST Teams Listed on NAPA’s Top DC Advisors
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Retirement Plans
6 months ago
Financial Wellness: What’s Next?
Financial wellness programs are getting bigger and better. Beyond worksheets,...
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