1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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4401 Westown Pkwy
#220
West Des Moines,
IA
50266
Phone: 515.657.4100
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
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 West Des Moines-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.
Troy W. Anderson, CPFA®, QKA™
Vice President,
Financial Advisor
Jean Duffy, AIFA®, CPFA®
Senior Vice President,
Financial Advisor
Jamie Lynch, CFP®, CEBS®
Senior Financial Advisor,
Relationship Manager
AJ Morris, CFP®
Principal,
Financial Advisor
Jim Pierce, CEBS
Senior Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Liz Ulrichson, CFP®, APMA®, CPFA
Financial Advisor,
Relationship Manager
News & Resources
Resources
Wealth Management
1 month ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Announcements
1 month ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
Retirement Plans
1 month ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
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