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Home > Financial Services > Stock Brokers > Capstone Asset Planning Company
Capstone Asset Planning Company
Capstone Asset Management Company was established in 1981, is a privately owned investment adviser headquartered in Houston, Texas. With over $2.8 billion in assets under management, Capstone offers active and indexed equity and fixed income portfolio management to a wide client base including individuals, endowments, foundations, retirement plans, trusts, corporations, public funds, unions, banks, healthcare organizations, religious organizations and insurance companies.
Their goal is to provide quality investment management services to a wide spectrum of clients, both institutional and individual. They are committed to offering the highest level of service possible in order to properly assess and achieve their client’s financial objectives. Capstone’s strength comes from a variety of sources and a diverse group of experiences.
Over the years, the application of their proven, disciplined strategies has achieved attractive results for their clients. Their goal is to continue to provide their clients with an investment service that exceeds their expectations. They work towards achieving this goal via a variety of products and services. They have a number of strengths that they believe give them their competitive advantage. They believe the key to a successful client and adviser relationship begins with understanding each client's needs and objectives and then matching those needs with the appropriate portfolios and services.
Capstone’s Core Equity GrowthPortfolio offers investors a separately managed account consisting of high quality, large capitalization stocks. They believe that their disciplined, bottom-up approach, which combines objective quantitative work with subjective stock evaluation, will provide above average long term growth in their clients’ portfolios, while at the same time explicitly controlling for portfolio risk.
The Company offers a customized approach to privately managed fixed income portfolios. The goals of their fixed income process include capital preservation, cash flow to meet the needs of each client and the potential for capital appreciation. Their fixed income style is based on the belief that superior long term returns can be achieved with less than market risk by focusing the investments in high quality securities and by adding value through active duration management and the selective rotation of market sectors and the securities within those sectors.
Capstone Asset Management Company’s Balance Corestrategy has been created for the investor who seeks growth over time and also desires current income. This strategy provides a balance of growth and income.
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