Contact

Phone: 713.227.0100

Hours

Mon–Thurs, 8:00 am–5:00 pm
Fr, 8:00 am-3:30 pm

Endowments & Foundations
Individuals
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
Houston Financial Advisors

CAPTRUST founded itself with a firm commitment to neutrality and excellence, and our Houston location is a prime example of those exact values. No matter your goals, we offer a wide range of expertise to help high-net-worth individuals, corporations seeking advice on prime benefits for employee retirement plans, or nonprofits wishing to bring the most value to their endowments and foundations. Get in touch with our Houston financial advisors to learn how we can work with you to maximize your financial success.

Our Team

Jason Martinez

Senior Vice President,
Financial Advisor

John Matejka

Vice President,
Financial Advisor

David Stix

Senior Vice President,
Financial Advisor

Tim Vos

Principal

The more we know about a person or family’s financial situation, the more helpful we can be. I like to think that in every meeting and phone call we offer something of tangible value that improves a client’s financial well-being.
David Stix

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.