CAPTRUST

CAPTRUST is a finance institution located at 8031 Michigan 15, City of the Village of Clarkston, Michigan, United States. Our Clarkston-based advisors offer top-notch wealth management and investment advisory services to clients of all kinds. Our office hours are Mon-Thur, 8:30 am–5:30 pm and Fri, 8:30 am–4:00 pm.

We specialize in providing financial services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. Additionally, we support thousands of employer organizations through services like 3(21), 3(38), and OCIO, fiduciary partnerships, plan design optimization, and financial wellness programs.

At CAPTRUST, we are dedicated to offering our clients trustworthy fiduciary services. Our advisors build strong client relationships and identify investment opportunities tailored to your financial goals. Whether you're seeking best practices, market insights, or financial planning strategies, our team is here to provide essential information for all client types.

Join us for our upcoming webinars and gain valuable insights on topics such as fiduciary liability, industry insights for hospitals & healthcare systems, navigating volatility for nonprofits, and more. Let our local CAPTRUST team guide you towards achieving your unique financial objectives.