Advisors
Differentiate Your Practice
In today's evolving financial landscape, advisors need more than just traditional investment options to truly serve their clients. At Capstone Asset Management, we offer you the tools to transform your practice and meet the growing demand for purpose-driven wealth management.
Stand out in the Canadian market with Capstone as your partner. We empower you to offer clients the best of both worlds—access to excellently managed Traditional and Non-Traditional investments, enhanced by our Biblically Informed Investment strategies. This distinctive approach gives you an important edge, aligning with values that resonate deeply for many clients. By partnering with Capstone, you not only diversify your offerings but also elevate your value proposition, helping you attract and retain clients in an increasingly competitive market. Let Capstone be the difference-maker for your practice and increase your value to your clients, setting you apart in a competitive market.
"An advisor's value lies in understanding clients' core beliefs and aligning them with their investment plans." -Gerard Feliciano, Director, Business Development
Our funds are designed with complete transparency so that you and your clients can have confidence in every investment decision. From clear fee structures to open communication regarding fund performance and holdings, Capstone ensures that both advisors and clients understand exactly where their investments stand.
Investment funds are held in secure custody by a Custodian separate from Capstone Asset Management. This separation provides an added layer of protection and oversight, offering the utmost security for your clients' investments.
Partnering with Capstone means gaining access to an experienced team of Portfolio Managers and Analysts who bring a wealth of knowledge to every fund we create. With multiple CFA Charterholders on our team and a strong focus on research and strategy, you can confidently offer your clients expertly managed funds.
Capstone remains fully independent, unaffiliated with any parent company or outside distributor. This independence allows us to create and manage our funds without external influence, ensuring that every decision is made with your clients' best interests in mind.
Differentiate your practice by offering exclusive access to sophisticated investment opportunities.
capstone funds
Innovative Investments for Modern Markets
Capstone’s Equity Funds are designed to offer a diversified investment approach that aligns with Christian values. With a focus on generating income, preserving capital, and pursuing value-based strategies, these funds include investments in Canadian and foreign assets that complement traditional equity markets.
Capstone Traditional Equity PoolCapstone Non-Traditional Equity PoolCapstone Canadian Equity Income Strategy
Capstone manages four non-traditional funds that vary by opportunity type. Depending on the Fund's investment mandate, investors access alternative investments such as, real estate, construction and development mortgages with first and second priorities, currencies, commodities, hedge funds, foreign mortgages, and accounts receivables.
capstone mortgage poolcapstone first mortgage fundcapstone private high income poolcapstone treasury poolcapstone fixed income pool
Capstone’s impact investment funds provide investors with the opportunity to align their portfolios with Christian values. These funds focus on selecting companies that demonstrate responsible practices and contribute to human flourishing, incorporating a diverse range of assets, including equities and fixed income, all chosen based on Capstone’s faith-driven principles. By investing in these funds, clients can pursue their financial goals while making a meaningful, positive impact aligned with their beliefs.
Capstone Kinvest Impact Fund I LPCapstone Stewardship Extension Fund
Capstone’s Equity Funds are designed to offer a diversified investment approach that aligns with Christian values. With a focus on generating income, preserving capital, and pursuing value-based strategies, these funds include investments in Canadian and foreign assets that complement traditional equity markets.
Capstone Traditional Equity PoolCapstone Non-Traditional Equity PoolCapstone Canadian Equity Income Strategy
Capstone manages four non-traditional funds that vary by opportunity type. Depending on the Fund's investment mandate, investors access alternative investments such as, real estate, construction and development mortgages with first and second priorities, currencies, commodities, hedge funds, foreign mortgages, and accounts receivables.
capstone mortgage poolcapstone first mortgage fundcapstone private high income fundcapstone treasury poolcapstone fixed income pool
Capstone’s impact investment funds provide investors with the opportunity to align their portfolios with Christian values. These funds focus on selecting companies that demonstrate responsible practices and contribute to human flourishing, incorporating a diverse range of assets, including equities and fixed income, all chosen based on Capstone’s faith-driven principles. By investing in these funds, clients can pursue their financial goals while making a meaningful, positive impact aligned with their beliefs.
Capstone Kinvest Impact Fund I LPCapstone Stewardship Extension FundPOSITIVE GLOBAL IMPACT
Invest in our Capstone Kinvest Impact Fund
The Capstone Kinvest Impact Fund is structured as a Limited Partnership and is open to institutions, corporations, and private individuals that are eligible investors in the Canadian Partnership.
