Our Services

Capstone works with Investment Funds, Pension Funds, Registered Charities, Foundations & Endowments, Unions, Schools, Churches, Family Offices, and other Institutions to provide investment solutions in both traditional and non-traditional markets. Investment services include individual mandates, discretionary management and portfolio sub-advising.

Individual Mandates

Institutions or family offices can choose to complement other strategies with one or more proprietary pooled funds offered by Capstone Asset Management. This structure provides the following benefits:

  • Diversification by asset manager
  • Performance tracking based on mandate/asset class
  • A best of the best multi-manager approach

Sub-Advisory Agreements

Capstone provides Fund Management and Advisory services to Institutions seeking management of newly launched or existing Funds. Institutions wishing to offer a Fund bearing their own name can outsource the Portfolio Management, Fund Management, and Distribution to Capstone. These strategic partnerships can provide the following benefits:

  • Collaboration alongside experts in specific market niches
  • Further diversification of existing investments through introduction to Capstone’s strategies
  • Establishment of a ‘brand-name‘ fund while leveraging Capstone’s proprietary research and investment management expertise


We want to hear from you

Talk to one of our Portfolio Managers today.