A global approach, focused on seeking absolute value in the traditional arena of the stock and bond markets.
Looking to investment opportunities outside the traditional arena, adding breadth to any portfolio.
A combination of traditional and non-traditional strategies, creating a solution that is return driven, flexible and truly diversified.
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' JournalEver 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.
Latest News & Resources