Investment Funds

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Traditional & Non-Traditional Investment Solutions

In today’s increasingly competitive investment environment, opportunities exist for large pools of capital to cost-effectively access markets unavailable to most individual investors. Capstone has developed a range of pooled funds incorporating non-traditional and traditional investment options and that are specifically designed to provide such access.

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Through our pooled funds, clients are able to access investments such as:

  • Private debt
  • Construction mortgages
  • Land and real estate projects
  • Infrastructure projects

To maintain absolute objectivity, Capstone does not charge its discretionary account clients any additional fee to use its proprietary funds. Retail versions of the funds that do include a management fee are available to the clients of other financial institutions.

Capstone Asset Management claims compliance with the CFA Institute Asset Manager Code of Professional Conduct.
(This claim has not been verified by CFA Institute.)

Asset Manager Code of Professional Conduct