Founded in 1987, Capstone has been providing investment management services for over 27 years. Our professional investment staff averages over 20 years of experience each.
Since inception, Capstone has been an independently operated, privately owned investment advisor. We are headquartered in Houston, Texas.
Capstone employs a team approach to investment management which results in consistency among accounts. Our proven, disciplined investment process has been in place since inception of the firm.
Capstone offers high quality portfolios that can be customized via a variety of investment solutions.
Capstone manages over $4 billion in assets for clients. This gives us institutional presence in the marketplace but allows us to offer a concierge level of service for all our clients.
Both our investment portfolios and our client services can be customized for each client’s unique needs.
OCTOBER 2014 - THIRD QUARTER
In the third quarter the stock market continued
its advance with the S&P 500 gaining another 1.13%. This was the
seventh straight quarterly gain for the index which is a testament
to the strength and relentlessness of this bull market. September,
which is traditionally the worst month for stocks, lived up to its
billing with the S&P 500 index declining 1.40% but not enough to
break the quarterly winning streak.
JUNE 2014 - Second QUARTER
In the second quarter the stock market continued its seemingly relentless advance. The S&P 500 added another 5.23% in total return for the period, bringing its year-to-date performance up to an impressive 7.14%. The month of June was the fifth
consecutive monthly gain and, more impressively, the second quarter
was the sixth straight quarterly gain for the index, a feat last
accomplished in 1998.