CAPTRUST buys Houston RIA

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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Ary Rosenbaum - The Rosenbaum Law Firm P.C.

CAPTRUST announced its purchase of Monroe Vos Consulting, a Houston-based registered investment advisor (RIA) with $5.8 billion in assets.

Monroe Vos provides advisory services for retirement plan sponsors, endowments, and foundations and provides wealth management services to high-net-worth individuals and family offices. The firm was founded in 1994 with a second office in Birmingham, Alabama. The firm will bring its entire team of 17 members to CAPTRUST, according to a release on the deal.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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