Booth 408 Gold
Contact Name Heidi Spencer
Title Client Relationship Manager
Address 4000 Hollywood Blvd, Bldg 555-South
Hollywood, FL 33021
Phone 305-892-0420
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Description

CAPTRUST recognizes the unique challenges religious institutions face in unifying faith and finance. Our dedicated team of investment professionals 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.

CAPTRUST believes investors are best served by advisors focused exclusively on their clients’ best interests. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow into one of the country’s largest independent advisory firms.

CAPTRUST religious services team has over 30 years of experience working with Catholic clients and was recently recognized as #5 in the 2018 Barron’s Top 50 Institutional Consultants.


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

Diocesan Fiscal Management Conference

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