• Traditional Strategies

    A global approach, focused on seeking absolute value in the traditional arena of the stock and bond markets.

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  • Non-Traditional Strategies

    Looking to investment opportunities outside the traditional arena, adding breadth to any portfolio.

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  • Hybrid Strategies

    A combination of traditional and non-traditional strategies, creating a solution that is return driven, flexible and truly diversified.

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INVESTMENT STRATEGIES

Uncompromised pursuit of value

 

Our team is dedicated to the growth and preservation of your investments. By investing in both traditional and non-traditional assets, we seek to provide investors with the maximum return for the level of risk taken. Each investment opportunity is tested against these principles: Value, Diversification, Security, and Efficiency. 

Investors' Journal

Ever wonder about the team behind the scenes who construct Capstone's investment funds? Our latest Investors' Journal introduces some of the new faces on our Investment Management team, an economic update, and some principles to consider when implementing your financial plan.

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Latest News & Resources

In every action and every decision, we strive to uphold the highest standard of integrity.