Institutional Clients

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  • Transparent

  • Innovative Product

  • Diversified

  • Non-Traditional

  • Experience & Expertise

Our Services


Capstone works with a wide range of institutional investors such as Investment Funds, Pension Funds, Registered Charities, Foundations, Unions, Schools, Churches and Family Offices. Our investment approach emphasizes capital preservation, diversification and excellent risk adjusted return.
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Discretionary Management

Institutions seeking a comprehensive approach may choose to have Capstone Asset Management act as their discretionary manager.

  • Fully customized Investment Policy
  • Access to a professionally managed, diversified portfolio strategy including our line-up of proprietary pooled funds
  • Comprehensive reporting and regular reviews
  • Delegates the responsibility of the day to day management with investment decisions made within defined parameters set by the institution

Sub-Advisory

Capstone provides Fund Management and Advisory services to Institutions seeking management of newly launched or existing Funds.

  • Exposure to Capstone’s proprietary research and investment management
  • Enhances funds or assets by introducing Capstone’s traditional and non-traditional strategies that complement and further diversify existing investments.
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Individual Mandates

Institutions can choose to compliment other investment managers or strategies with one or more proprietary pooled funds offered by Capstone Asset Management. Institutions wishing to offer a fund bearing their own name can outsource any or all of the Portfolio Management, Fund Management, and Distribution to Capstone.

  • Obtain diversification from an asset manager standpoint
  • Track performance by mandate/asset class
  • Have a best of the best multi-manager approach
  • Launch a ‘brand-name’ fund

Our Institutional Process

Click on the steps of our institutional process to the left to learn more.

Interview

A series of interviews will assist in determining the investment proposal & recommendations.

Investment Policy Statement

If the institution does not already have an existing Investment Policy Statement, one will be created to govern the institution’s overall investment objectives.

Implementation

After finalizing the investment policy statement, Capstone Asset Management will implement and monitor the investment strategy with timely execution.

Investment Committee Meetings

A portfolio manager will conduct a review either on a quarterly basis or as required by the institution.