2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
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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
Resources
5 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Retirement Plans
6 months ago
CAPTRUST Makes NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
6 months ago
26 CAPTRUST Teams Listed on NAPA’s Top DC Advisors
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
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