CAPTRUST
About the Business
CAPTRUST, located at 6305 Waterford Boulevard in Oklahoma City, Oklahoma, is a finance institution specializing in providing wealth management services to high-net-worth individuals, business owners, and families. Our advisors offer services such as wealth planning, portfolio management, family governance, and philanthropic strategies. We also provide financial services to nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management.
Our team supports employer organizations through fiduciary partnerships, plan design optimization, financial wellness programs, and more. We are committed to exceeding the expectations of our clients and keeping their unique financial goals at the forefront of everything we do. Whether you are looking for market insights, financial planning strategies, or industry expertise, our team is here to help. Join us for upcoming webinars on topics such as fiduciary liability, industry insights for hospitals and healthcare systems, and more. Contact your local CAPTRUST office to get started today.
Photos
Location & Phone number
6305 Waterford Blvd # 120, Oklahoma City, OK 73118, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
List of local businesses, places and services in Oklahoma
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos