Guide > Audit & Consulting in Massachusetts > Audit & Consulting in Boston > CAPTRUST
CAPTRUST
1 Liberty Square, Boston, MA 02109
Location & Phone number
1 Liberty Sq 13th Floor, Boston, MA 02109, United States
About the Business
CAPTRUST, located at 1 Liberty Square in Boston, Massachusetts, is a finance institution that offers expert investment advisory and wealth management services to clients of all types. Our Boston-based advisors are available Monday through Thursday from 8:30 am to 5:30 pm and Friday from 8:30 am to 4:00 pm to provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients.
Whether you are seeking wealth planning, portfolio management, family governance assistance, philanthropic strategies, or other financial services, our team of financial advisors is ready to assist you. We support thousands of employer organizations through various services including fiduciary partnerships, plan design optimization, financial wellness programs, and more.
With over twenty years of experience in providing objective investment advice to clients in Massachusetts, we are dedicated to establishing portfolios that align with our clients' values. From sharing market insights and best practices to offering financial planning strategies, our team is committed to meeting the unique financial needs of every client.
Join us for upcoming webinars on topics such as quarterly industry insights for hospitals and healthcare systems, fiduciary liability, and navigating volatility for nonprofits. We are here to help nonprofits explore alternatives and provide guidance in today's ever-changing financial landscape.
Photos
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
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