3 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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2625 Townsgate Rd
#330
Westlake Village,
CA
91361
Phone: 818.483.1590
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 Westlake Village-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans. The office boasts expertise in investment analysis, committee administration, fiduciary governance, plan design, employee education and communication, and both brokerage and mutual fund operations.
Karen Casillas, AIF®, CFS®, CPFA
Vice President,
Financial Advisor
Mark A. Davis, QPFC
Senior Vice President,
Financial Advisor
News & Resources
Resources
Plan Sponsor eBrief
3 months ago
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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...
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