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Investment Experience
Founded in 1987, Capstone has been providing investment management services for over 23 years. Our professional investment staff averages over 20 years of experience each.
Privately Owned and Operated
Since inception, Capstone has been an independently operated, privately owned investment advisor. We are headquartered in Houston, Texas.
A Team Approach to Proven Results
Capstone employs a team approach to investment management which results in consistency among accounts. Our proven, disciplined investment process has been in place since inception of the firm.
High Quality Portfolios
Capstone offers high quality portfolios that can be customized via a variety of investment solutions.
Institutional Size with Individual Service
Capstone manages over $4 billion in assets for clients. This gives us institutional presence in the marketplace but allows us to offer a concierge level of service for all our clients.
