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Westlake Village, CA

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2625 Townsgate Rd #330
Westlake Village, CA 91361

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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.

Advisor

Karen Casillas, AIF®, CFS®, CPFA

Vice President,
Financial Advisor

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Advisor

Mark A. Davis, QPFC

Senior Vice President,
Financial Advisor

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News & Resources

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Westlake Village, CA

2625 Townsgate Rd
#330
Westlake Village, CA 91361
Phone 818.483.1590
Map | Directions