Capstone Asset Management Company

Capstone Asset Management Company, established in 1981, is a privately owned investment adviser headquartered in Houston, Texas. With over $2.8 billion in assets under management, Capstone offers active and indexed equity and fixed income portfolio management to a wide client base including individuals, endowments, foundations, retirement plans, trusts, corporations, unions, public funds, banks, healthcare organizations, religious organizations and insurance companies.

At Capstone, our goal is to provide quality investment management services to a wide spectrum of clients, both institutional and individual. We are committed to offering the highest level of service possible in order to properly assess and achieve our client’s financial objectives.

Capstone’s strength comes from a variety of sources and a diverse group of experiences. We believe that quality investment service does not only mean good performance, but it means continued improvements to all aspects of our services over time.

Over the years, the application of our proven, disciplined strategies has achieved attractive results for our clients. Our goal is to continue to provide our clients with an investment service that exceeds their expectations. We work towards achieving this goal via a variety of products and services:

CAPSTONE PRODUCTS
Privately Managed Accounts

Core Equity Large Cap Growth	High quality, generally well-known, large sized "growth" companies.
Fixed Income	High quality, intermediate maturity bonds designed to protect capital with the potential for capital appreciation Fixed Income Customizations.
Balanced Core	Actively managed portfolio of stocks and bonds providing a combination of growth and income.
Index Equity	Portfolio of stocks designed to simulate the total return of a predetermined stock index.
Index Fixed Income	Bond portfolio designed to simulate the total return of a predetermined bond index.

Investment Customizations We recognize that our clients have unique investment needs and objectives and we are dedicated to helping them attain their specific investment goals. At Capstone, we have a number of strengths that we believe give us our competitive advantage. One of our most value-added strengths is our ability to customize portfolios and services to match each client's needs. We believe the key to a successful client-adviser relationship begins with understanding each client's needs and objectives and then matching those needs with the appropriate portfolios and services.