We strive to always uphold our values and to practice the highest ethical standards.
The following values form the foundation of our business decisions and practices.
In every action and every decision we strive to uphold the highest standards of integrity.
The details matter.
Praying, listening, discussing, and seeking God in His Word.
Displayed through every interaction.
Faithful to the Word of God in all advice, actions and strategies.
Capstone Asset Management is committed to fundamental ethical principles and we believe our clients have important rights.
STATEMENT OF INVESTORS' RIGHTS
Per CFA Institute: www.cfainstitute.org