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Capstone Asset Management Company

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Capstone Asset Management Company

Mission statement:

At Capstone, our goal is to provide high quality equity, fixed income and balanced investment management services to a wide spectrum of clients, both institutional and individual. We are committed to offering the highest level of services possible to our clients in order to properly assess and achieve their financial objectives, as well as work within their acceptable risk parameters. We believe that adhering to a disciplined investment process and by maintaining a strong focus on customer satisfaction, we may steadily grow our assets in an appreciable manner. We are committed to the highest standard of ethics and firmly believe that by placing the best interests of our clients first, we will also serve the best interests of our employees, our shareholders and our communities

Overview:

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.

History: Established in 1981

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