CAPSTONE Investment Group, LLC offers wisdom with understanding that spans decades of market change. With more than 100-years of combined fiduciary experience, the advisors place priority on personal relationships with each client and how their financial planning goals blend with a disciplined approach to money management.
Founded in 2004, by Patrick McClelland, with Sandra Drennon joining in partnership in 2008 and Steven Elliott in 2010, Capstone’s foundation continues to be based on the principles of wisdom, discipline and understanding, CAPSTONE Investment Group is not another big wire house, but instead built on the bedrock of managing funds on a discretionary basis with client relationship as the cornerstone. This vision continues under Sandra’s leadership even following Pat’s retirement and Steven’s departure in 2018, because today’s CAPSTONE Team places a high value on personal relationships and generational understanding of your financial planning and estate planning needs.
Wisdom, discipline and understanding are the foundation of our mission to serve clients. Together we pursue financial success with the goal of building and managing wealth. We do this by growing meaningful relationships and understanding individual values, hope and fears. As a collaborative team, we work to deliver unbiased advising and active management of client funds.
