Private Wealth
Discretionary Management for High-Net-Worth Individuals and Families
At Capstone Asset Management, we understand that your wealth is more than just numbers—it's a reflection of your hard work, deepest values, and the goals you have for your future. That's why our discretionary wealth management services take a stewardship approach—one that carefully tends to your financial resources with the flexibility and responsiveness they deserve.
Our approach blends time-tested financial wisdom with innovative strategies. We're proud to offer a diverse range of both traditional and non-traditional investment options. Acting as your fiduciary, we partner with you to create a portfolio that resonates with your values and guides you toward your preferred future. Then acting with discretion, we handle the details, executing every trade with your best interest in mind, prioritizing clear communication and transparent reporting every step of the way.
Whether you're looking to preserve capital, plan for retirement, or leave a lasting legacy, we provide the expertise and personalized guidance you need to cultivate wealth that makes a meaningful impact on your family and your dreams for tomorrow.
"At Capstone we strive to understand you, our client, so that we can help create an investment plan that meets your objectives. Our goal is your peace of mind." -Janet Kim Sing
Our fee-based approach ensures we act in your best interest. We do not receive commissions from the sale of financial products or through our work with third-party providers. That means you can enjoy objective advice and the confidence that comes from complete transparency in your wealth management.
When you partner with Capstone, your wealth is managed by a collaborative team of experienced Portfolio Managers and skilled Analysts. Together, these professionals ensure your portfolio is thoroughly researched, strategically balanced, and continuously optimized to meet your financial goals.
The physical possession of all assets is maintained by our Custodian (owned by a Canadian bank), a separate legal entity from Capstone Asset Management. This separation of duties provides an extra layer of protection and oversight, ensuring the utmost security for your wealth.
We are not constrained to deal with or recommend any particular investment company or issuer. You can trust that every asset selected for a client or fund portfolio has been chosen as a result of rigorous due diligence performed by our analysts and investment management professionals.
Your wealth deserves the highest level of expertise and care. At Capstone, we're proud to offer both. Your wealth is managed by a team of Portfolio Managers, including multiple CFA Charterholders. Our high staff-to-client ratio, supported by a strong office team, ensures you receive both top-tier expertise and personalized service.
Elevate your portfolio with access to high-caliber investment opportunities typically reserved for institutional investors. Our innovative approach goes beyond traditional markets, incorporating non-traditional assets like mortgages, infrastructure, real estate, and private equity. This broader, more sophisticated diversification strategy opens doors to potentially higher returns and enhanced stability.
As a boutique investment manager, we can act quickly and effectively when the economic landscape shifts. This streamlined structure allows us to seize opportunities and mitigate risk, keeping you ahead of the curve.
Custom Tailored Portfolio Management
Our Process
Define Your Goals
We begin by exploring your financial history, future goals, and core values. Our comprehensive analysis considers your investment assets within the context of your overall net worth, for a holistic approach to your wealth.
Create a Strategy
Together, we'll discuss your risk profile and financial goals. By considering your needs, appetite for risk, and capacity for loss, we determine the strategic asset allocation that is most appropriate. This information is recorded in your Investment Policy Statement, which governs how we manage your investments.
Implement the Portfolio
Once you've approved your Investment Policy Statement, we swiftly put your customized strategy into action, leveraging our expertise to optimize your portfolio allocation.
Ongoing Review
Your journey with Capstone includes regular, in-depth reviews with our Portfolio Managers. We keep you informed with quarterly statements and insightful commentaries. Our proactive approach ensures your portfolio remains aligned with your goals, adjusting as your life evolves.
