Capstone’s Philosophy Guides our decisions.

Equipped with our key investment principles and a Biblical perspective, we apply a disciplined approach which allows us to remain focused on managing your assets with integrity and excellence.

 

 

Our Philosophy

Capstone strives to always practice the highest ethical standards.

Our values are at the core foundation of our business. They form our team’s best practices and guide all of our investment decisions.

 

 

Our Values

A highly qualified team of experienced professionals 

Established in 2004, Capstone Asset Management provides fee based discretionary wealth management and individual investment mandates. Our strong team, carefully expanded over many years, forms the backbone of Capstone and makes the firm what it is today. The team’s dedication and love for their work is demonstrated in long-standing tenures and an exceptionally low staff turnover rate. 

 

 

Our Team

Investors' Journal

Are you able to describe the different risks that can influence your portfolio? In this edition of Investors' Journal we will describe those risks, as well as provide you with a market update and recent changes to our team.

Learn More

Latest News & Resources