Discipline

Discipline takes many forms and is integral to the proper management of client assets in an environment of uncertainty.  Chief amongst our disciplines is the team approach to portfolio management.  The CAPSTONE Investment Committee operates as a team of equals that must arrive at unanimous consent before undertaking a sale or purchase of securities on behalf of our clients.  This arrangement allows our clients to benefit from the collective wisdom of the Firm while forcing the portfolio managers to engage in open and honest discussion as part of reaching an investment decision.  Fear and greed continue to drive financial markets and CAPSTONE Investment Group seeks to subjugate those emotions to the discipline of our investment process for the benefit of our 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.