Santa Barbara’s Pensionmark partners with CAPTRUST

By Staff Report  /  Thursday, September 10th, 2015  /  Latest news, Personal Finance  /  Comments Off on Santa Barbara’s Pensionmark partners with CAPTRUST

Santa Barbara-based Pensionmark Financial Group and CAPTRUST Financial Advisors have partnered to better deliver corporate retirement plans with a combined $180 billion of assets under advisement, the companies announced Sept. 10. The new jointly owned entity will operate as Pensionmark’s registered investment advisor and will take on more than 3,000 combined clients. CAPTRUST and Pensionmark Read More →