Our goal is to provide our clients with tailored investment portfolios that exceed their expectations and achieve their financial objectives. We pursue this by adhering to a disciplined investment process and maintaining a strong focus on client service and satisfaction. The consistent application of our disciplined strategies has helped many of our clients achieve long term success.
Tailored Portfolios and Services
Capstone tailors investment portfolios and client services for each client’s individual and unique needs.
Our Team Approach
Capstone employs a team approach to investment management, resulting in consistency among accounts. Our proven, disciplined investment process has been in place since the Firm’s inception.
Institutional Size with Individual Service
Whether you are a large institution or a personal financial advisor with individual clients, we provide a concierge level of service that is designed to help you provide an unparalleled level of service to your clients.
Capstone’s rich history has evolved through organic growth and acquisitions, which have brought new and diverse talent, products, and assets to the firm.