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.
| NASDAQ | 2816.55 | +11.27 | +0.40% |
| S&P 500 | 1316.33 | -2.10 | -0.16% |
| 10 Y Bond | 1.898 | -0.033 | -1.71% |
JANUARY 2O12 - FOURTH QUARTER
Another year has come and gone. If you just looked at the numbers you would think that nothing much had happened ~ and you would be wrong. While the S&P 500 finished the year virtually unchanged (dividends brought the total return to 2.12%) there was a lot of to and fro over the 12 months. The S&P bounced between 1250 and 1350 for much of the year through July. Then the market declined in "waterfall fashion", entering August with a move straight down to 1150, finally working its way down to 1075 in early October, a decline of about 20%.
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OCTOBER 2011 - THIRD QUARTER
The third quater has mercifully come to an end. Three months ago we described the second quarteras a rollercoaster ride of ups and downs however, that analogy does not quite capture essence of the third quater. The third quater was more like being inside Mike Tyson's punching bag - lots of violent back and forth movement and, at the end of the day, just being glad you still have your ears.
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