About Us

Our Mission

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.

Our History

Capstone’s rich history has evolved through organic growth and acquisitions, which have brought new and diverse talent, products, and assets to the firm.

Our Leadership