|Contact Name||Heidi Spencer|
|Title||Client Relationship Manager|
|Address||4000 Hollywood Blvd, Bldg 555-South
Hollywood, FL 33021
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 has over 30 years of experience working with Catholic clients, currently serving more than 40 such clients.investment, consultant, financial, advisor, fiduciary, pension, foundation, SRI, socially responsible investing, deposit and loan, survey, ESG