CAPTRUST Advisors

Booth 300 Platinum
Website www.captrustadvisors.com
Contact Name Mr. Stephen H. Schott
Title Managing Principal
Address 102 W. Whiting Street, Suite 400
Tampa, FL 33602>
Phone 305-892-0420
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Description

CAPTRUST’s dedicated team of investment professionals recognize the unique challenges religious institutions face in unifying faith and finance. As a significant provider of investment consulting services to religious institutions, CAPTRUST is highly experienced in advising on investment assets for general funds, deposit and loan programs, foundations, endowments, Lay and Priest pension plans, and defined contribution retirement plans.

investment, consultant, financial, advisor, fiduciary, pension, foundation, SRI, socially responsible investing, deposit and loan survey

Diocesan Fiscal Management Conference


DFMC National Office 4727 E. Bell Road, Ste. 45-358 Phoenix, AZ 85032 | (602) 992-2900 | dfmc@dfmconf.orgPrivacy Policy

Site by Solutio