Understanding is the key principle to “why” CAPSTONE Investment Group, LLC exists. Understanding our clients and their needs is paramount to the discussions of how they define success. For WISDOM or DISCIPLINE to have meaning, it must be built on an UNDERSTANDING of why the client is accumulating wealth. Money is a tool and not a worthy end unto itself. More is not always better if untethered from dreams, goals, and purpose. Understanding the context and story of each client brings a wholly unique and individual approach whereby clients are valued by each professional with our Firm.
