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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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What Biblical Investing Means for the Stocks You Own

What Biblical Investing Means for the Stocks You Own

August 13, 2026

What does the Bible say about investing and stocks? Learn biblical investing principles, stewardship, risk, and how to align your portfolio with faith.

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How to Audit Your Investment Portfolio for Values Alignment

How to Audit Your Investment Portfolio for Values Alignment

August 12, 2026

Audit your Canadian investment portfolio for values alignment. 5-step checklist to review mutual funds, ETF holdings, biblical screening criteria and more.

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Is It Wrong for Christians to Be Wealthy?

Is It Wrong for Christians to Be Wealthy?

August 05, 2026

Is it wrong for Christians to be wealthy? Discover what Scripture says about money, stewardship, and faith-driven investing.

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Values-Aligned Investing in Canada: A Guide for Advisors

Values-Aligned Investing in Canada: A Guide for Advisors

July 23, 2026

Navigate client conversations about values-aligned investing in Canada with a framework for evaluating ESG, faith-based, and impact options.

Capstone Asset Management

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Quarterly Portfolio Review: What Our Investors Should Know

Quarterly Portfolio Review: What Our Investors Should Know

July 09, 2026

Learn what active management means for TSX:BIVC and TSX:BIVU investors. Understand portfolio monitoring, BIO Committee activity, and quarterly communication.

Capstone Asset Management

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Integrating Biblically Informed Funds in Multi-Asset Portfolios

Integrating Biblically Informed Funds in Multi-Asset Portfolios

July 02, 2026

Learn how to integrate The Capstone Biblically Informed Canadian and U.S. Equity Funds in multi-asset portfolios. Asset allocation guidance, portfolio positioning, and account type considerations.

Capstone Asset Management

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Article
For Kingdom Advisors: Serving Clients with TSX:BIVC & TSX:BIVU

For Kingdom Advisors: Serving Clients with TSX:BIVC & TSX:BIVU

June 25, 2026

Kingdom Advisors: Learn how TSX:BIVC and TSX:BIVU serve Canadian clients seeking Christian values alignment. Due diligence, fees, and suitability guidance.

Capstone Asset Management

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Christian Values in Business: What We Look For

Christian Values in Business: What We Look For

June 18, 2026

Learn what Christian values alignment means at Capstone. Understand the Four Guiding Investment Principles and how biblical research evaluates companies.

Capstone Asset Management

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Article
Capstone Biblically Informed U.S. Equity Fund: Understanding U.S. Equity Exposure for Canadian Investors

Capstone Biblically Informed U.S. Equity Fund: Understanding U.S. Equity Exposure for Canadian Investors

June 11, 2026

Learn how our funds provide U.S. market access with biblical research criteria. Understand CAD denomination, sector diversity, and tax implications for Canadian investors.

Capstone Asset Management

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