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.
MARCH 2015 - FIRST QUARTER
After ending on a strong note in 2014, the stock market proceeded to do some backing and filling to start out 2015. After a weak start in January, the S&P 500 ramped up to all-time high in late February before trending sideways to end the quarter and finally eking out a total return of 0.95%. Despite the jagged route, the S&P 500 managed to post its ninth consecutive quarter of positive returns, its longest quarterly streak in 17 years and a testament to just how strong this bull market is. The market is taking some time to recharge its batteries from a breadth perspective, however.
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.