2 days ago
Trends in Fee Benchmarking for Plan Sponsors (Webinar Recording)
Fiduciary breach lawsuits have plagued the defined contribution industry over...
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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
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
Vice President,
Financial Advisor
Jean Duffy, AIFA®, ARPC
Senior Vice President,
Financial Advisor
AJ Morris, CFP®
Senior Vice President,
Financial Advisor
Jim Pierce, CEBS
Senior Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Liz Ulrichson, CFP®, APMA®
Financial Advisor,
Relationship Manager
News & Resources
Retirement Plans
Retirement Plans
3 weeks ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
4 weeks ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
1 month ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
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