News & Resources

Author
Article
A Fresh Perspective from the Kingdom Advisors Conference 2025

A Fresh Perspective from the Kingdom Advisors Conference 2025

March 24, 2025

Capstone Asset Management Team at the Redeeming Money Conference 2025. Exploring the Redemptive Approach to finance. Insights from Tim Tebow, Michael Kitces, Louie Giglio, Randy Alcorn and more—how your faith influences your approach to wealth management.

Capstone Asset Management

Article
From Stocks to ETFs: Breaking Down Your Investment Choices

From Stocks to ETFs: Breaking Down Your Investment Choices

March 10, 2025

Explore different types of investment vehicles, including stocks, bonds, mutual funds, pooled funds, and ETFs. Learn how they work and which might be right for you.

Capstone Asset Management

Article
Welcoming New Leadership and Expertise to Capstone Asset Management

Welcoming New Leadership and Expertise to Capstone Asset Management

January 31, 2025

Capstone Asset Management welcomes Paul Carter as CIO, Kit Lui as Senior Legal Counsel, Pieter de la Rey as CFO, and Ashton Noot, strengthening leadership for client success.

Capstone Asset Management

Article
General Disclosures Update

General Disclosures Update

June 30, 2021

In response to recent changes to securities regulations, we have updated our General Disclosures document with a section that specifically addresses conflicts of interest.

Capstone Asset Management

Article
Investor Update

Investor Update

April 20, 2020

As we head into another week of COVID-19 provisions, Capstone Portfolio Managers, Janet Kim Sing and Maria Dawes provide updates on our pooled funds.

Maria Dawes||Janet Kim Sing

Article
Investor Update

Investor Update

April 09, 2020

This week's investor update video by two of our Portfolio Managers, Maria and Janet, covers overall investor sentiment during these financial markets and thoughtful considerations on what to do during this time.

Maria Dawes||Janet Kim Sing

Article
Investor Update

Investor Update

April 03, 2020

During these uncertain times, we want to ensure that we are communicating with you regularly. This week, instead of a written Investor Update, please join Glenn Murray and Maria Dawes as they provide a video segment to review financial markets and to give a brief update on our funds.

Glenn Murray||Maria Dawes

Article
Investor Update

Investor Update

March 30, 2020

When uncertainty hits society, we can expect stock market volatility. This is absolutely the biggest catalyst for activity and the greatest risk for traditional portfolios.

Capstone Asset Management

Article
Investor Update

Investor Update

March 23, 2020

This past week has been unprecedented as we receive daily (sometimes hourly) updates on the COVID-19 situation for our communities and globally.

Capstone Asset Management