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.
DECEMBER 2014 - FOURTH QUARTER
The stock market ended on a strong note in the fourth quarter. After declining into October, the S&P 500 rallied, closing at a new all-time high just before year-end before a slight pull back. For the quarter, the S&P 500 was up another 4.93%, marking the eighth consecutive quarter of positive returns—a testament to just how strong this bull market has been. The late December closing high marked the 53rd all-time high the index has posted for 2014, the third best performance on record for that statistic.
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.