Purpose & Values
Invest in New Opportunities for Growth, Purpose, and Impact
Capstone Asset Management is an innovative investment firm, dedicated to bridging the gap between financial goals and value-driven impact. Our clients include forward-thinking individuals, advisors, and institutions across Canada. Whether they're planning for retirement, managing client portfolios, or overseeing organizational funds, they all share a desire for uncompromised value.
With decades of expertise in investment strategies, we bring a unique blend of time-tested wisdom and cutting-edge approaches to your investment decisions. Our approach transcends traditional investing and simple negative screening, offering innovative solutions that unlock new opportunities for growth, purpose, and impact. It’s a partnership that surpasses basic fund management and expands your vision of what investing can achieve.
capstone
in Numbers
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Year Founded
To provide Canadian investors with an Uncompromised Pursuit of Value.
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Investments
For all types of investors looking for modern portfolio options that suit their criteria.
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Team Members
Dedicated to serving our diverse clients: Individuals, Advisors, Dealers, and Institutional Investors.
"" -Glenn Murray, President
origins
a history of stewardship
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what can you expect from capstone asset management
Rooted in Values. Focused on You.
Values-Driven Investment Strategies
Capstone offers tailored investment solutions that align with your ethical principles and financial goals. We ensure that your portfolio reflects your values, providing opportunities for meaningful impact alongside financial growth.
Innovative and Insightful Guidance
We equip you with the knowledge and tools needed to navigate today’s complex financial landscape. Our team breaks down complex concepts into clear, actionable insights, empowering you to make informed decisions with confidence.
Ethical and Impactful Partnerships
At Capstone, we prioritize building partnerships that resonate with your mission and values. We are dedicated to fostering long-term relationships that emphasize integrity, transparency, and a shared commitment to creating positive change.