Institutions seeking a comprehensive approach may choose to have Capstone Asset Management act as their discretionary manager.
Capstone provides Fund Management and Advisory services to Institutions seeking management of newly launched or existing Funds.
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.
Click on the steps of our institutional process to the left to learn more.
A series of interviews will assist in determining the investment proposal & recommendations.
If the institution does not already have an existing Investment Policy Statement, one will be created to govern the institution’s overall investment objectives.
After finalizing the investment policy statement, Capstone Asset Management will implement and monitor the investment strategy with timely execution.