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.
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.
march 2014 - first QUARTER
The stock market, as defined by the S&P 500, had its ups and downs for the quarter. Uncharacteristically, it declined right out of the gate in January and continued falling into early February, not a good omen. However, in a true bull market fashion the market reversed course and turned upward to finish February...