Contact

Phone: 515.657.4100

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Endowments & Foundations
Individuals
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
West Des Moines

CAPTRUST is committed to providing fiduciary services to high-net-worth individuals and institutions, as well as endowments and foundations. By working together, our advisors identify investment opportunities, helping you make smart decisions for every aspect of your financial journey. Whatever your unique needs may be, we’ll put them first. Connect with the experts at CAPTRUST today.

Our Team

Troy W. Anderson

Vice President,
Financial Advisor

Jean Duffy

Senior Vice President,
Financial Advisor

Julie Fuller

Vice President,
Financial Advisor

Jamie Lynch

Senior Financial Advisor,
Relationship Manager

Michelle Mahoney

Vice President,
Financial Advisor

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Our philosophy is to create a partnership with our clients and be an extension of their team. Our clients want to build best-in-class retirement programs, and we walk beside them to figure out the best way to accomplish their goals and make them shine.
Jean Duffy

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.