2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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Westlake Village, CA
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
Retirement Plans
2 months ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
Retirement Plans
3 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Resources
5 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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