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Strong Returns, Strong Values: The Capstone BII Fund Approach

Advisor Resources
October 14, 2025Paul Carter, Gerard Feliciano
Strong Returns, Strong Values: The Capstone BII Fund Approach
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BI U.S. Equity Fund Advisor Update

BI U.S. Equity Fund Advisor Update

April 24, 2026

CBIUEF Series I declined -5.05% in March vs. -4.8% for the S&P 500. Read our latest commentary on energy volatility, AI disruption, and disciplined portfolio positioning.

Capstone Asset Management

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BI Canadian Equity Fund and Strategy Advisor Update

BI Canadian Equity Fund and Strategy Advisor Update

April 24, 2026

CBICEF Series I returned -2.9% in March, with YTD performance of 6.8% since inception. Review our market commentary, sector analysis, and portfolio positioning amid global volatility.

Capstone Asset Management

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RRSP Season: Biblically Informed Funds in Retirement Planning

RRSP Season: Biblically Informed Funds in Retirement Planning

March 25, 2026

RRSP deadline March 1, 2026. Learn how our biblically informed funds fit in retirement planning with biblical values alignment and professional management.

Capstone Asset Management

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Tax Season Preparation: Understanding Your Investment Fund Tax Documents

Tax Season Preparation: Understanding Your Investment Fund Tax Documents

March 19, 2026

Tax season is approaching, and understanding where you hold your investments and what tax documents to expect can help you prepare properly and efficiently. Whether you're reviewing your current account structure or preparing tax documents, the process can be streamlined if you know the fundamentals of tax location strategy and what to expect from your investment accounts. This guide provides general tax education. Tax treatment depends on individual circumstances; therefore, we advise you consult a qualified tax professional regarding your specific situation.

Capstone Asset Management

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