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

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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