Founded in 1987, Capstone has been providing investment management services for over 23 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 2013 - THIRD QUARTER
The stock market rally continued through the
just completed third quarter, although it was a bit of a roller
coaster ride. July started things off with a bang with the S&P 500
jumping over 5% and hitting 7 new closing highs along the way.
Second quarter earnings reports began coming out in July and, while
not especially robust.
JULY 2013 - SECOND QUARTER
All good streaks must come to an end and stock
market rallies are no exception. After seven straight months of
posting positive returns the S&P 500 posted a losing month in June,
falling 1.3%. That said, the market was still up 2.9% for the second
quarter and an impressive 13.8% for the year-to-date.