CAPSTONE PM™

Private Portfolio Management

When it comes to the management of client assets it is critical that funds can be managed by a team of professionals capable of responding to changes in the market environment while maintaining a consistent focus on reaching the objectives of the individual investor.  In managing client funds the professionals at CAPSTONE Investment Group seek primarily to act as Private Portfolio Managers which simply means the following:

  • Assets are managed according to the fiduciary standard of care at all times
  • Portfolio Managers possess legal discretion to manage funds in accordance with client objectives
  • Asset management is performed on a fee basis with no incentive to trade for the sake of commissions
  • Assets are held and statements are generated by a well-established 3rd party custodian for the sake of enhanced transparency and client protection

In providing Private Portfolio Management the objective is to allow the client to benefit from the collective wisdom of the Portfolio Management Team in a timely fashion given the speed with which world events unfold.  A corollary to this hands-on approach to asset management is the presence of accountability and oversight of the asset managers.  This is accomplished through monthly account statements as well as continual in-person meetings and updates to ensure that client objectives and the management of assets are in constant alignment.

Institutional Portfolio Management

Institutional Portfolio Management is suite of PM services designed specifically for institutional investors such as trust companies and non-profit corporations.  The CAPSTONE PM team provides a range of portfolio options from traditional stocks and bonds to risk managed portfolios leveraging best in class alternatives and hedge funds.  Institutional Portfolio Management allows our clients to do what they do best and benefit from our experience and expertise in managing assets for their specific objectives. Institutional funds are managed under the same principles as Private funds:

  • Assets are managed according to the fiduciary standard of care at all times
  • Portfolio Managers possess legal discretion to manage funds in accordance with client objectives
  • Asset management is performed on a fee basis with no incentive to trade for the sake of commissions
  • Assets are held and statements are generated by a well-established 3rd party custodian for the sake of enhanced transparency and client protection

TAMP Program

TAMP stands for Turnkey Asset Management Program, which is an asset allocation and/or trading strategy that provides periodic signals for reallocation among asset classes or specific securities. Capstone Investment Group, at its own discretion, may subscribe to one or more TAMP providers for data feeds in an effort to provide additional insight and benefit to client accounts. Such signals are frequently based on macro-economic and technical indicators.

Cash Management

Many institutions and individuals may find themselves with assets that are not suitable for investment in more volatile securities for a variety of reasons.  In response to this reality, and that of an ultra-low interest rate environment, CAPSTONE Investment Group has developed and maintains a proprietary cash management portfolio for both our institutional and individual clientele.

 

 

CAPSTONE RESPONSE TO COVID-19

We want to do all we can to keep our clients, team and community safe during this Coronavirus health crisis. Therefore, CAPSTONE is practicing social-distancing and all client reviews will either be by phone or video conferencing.
While our lobby remains closed, our phones are open, and team is ready to meet your needs.
Call 360-570-9888 or e-mail capstonecare@capstoneig.net.
Your investment goals are important to us! With wisdom, discipline and understanding as a solid foundation, even as the Coronavirus situation changes, your value to us remains steady. Staying connected is more important than ever, so let us know how our CAPSTONE Team can best serve you.