WHO WE ARE
Capstone Advisors is a fee-only Registered Investment Advisor, with a fiduciary duty to every client, devoted to delivering on the promise of holistic wealth management.
Our Core Values
We believe in fully accepting a fiduciary standard of care on behalf of our clients at all times.
We believe that our professional success depends on us truly caring about our clients, listening intently, being respectful of and responsive to their needs and concerns, and conducting business with integrity.
We believe that great holistic financial planning is not an event – it is an ongoing process of adjustments and re-evaluations designed to help people live meaningful and fulfilling lives.
We believe that a great investment plan does not require you to see the future. It requires a solid, proven strategy, and more importantly, discipline and patience. Incorrect predictions and poor behavior cost people far more money than the product they invested in.
We believe that financial planning should be proactive, not reactive. We have designed a comprehensive, systematic approach to the financial planning process to ensure your progress is being monitored and updated on an ongoing basis.
We believe that building flexibility and resilience is every bit as important as saving taxes or maximizing return. Your life constantly changes, and therefore, your finances must be structured to accommodate change.
We believe that great advice must be given in the context of the whole, not in isolation. What is right for you may not be right for your neighbor, and vice versa. Every investor is unique—requiring custom, comprehensive wealth management solutions.
We believe that as your advisors, we must strive to be objective. We do not accept commissions of any kind, and we do not receive referral fees from outside advisors.
We believe that by putting our clients’ interests first, we achieve more together.
- We believe that doing what’s best and doing what’s right should be one and the same.
The Fiduciary Difference
Our Investment Philosphy
Our investment philosophy is built upon an evidence-based approach to investing and rooted in Modern Portfolio Theory. We ground our approach in the seasoned academic evidence on how capital markets have rewarded investors over the long-term for taking appropriate levels of market risk.
The BAM Alliance
WHAT WE DO
Capstone Advisors offers a wide range of services under the umbrella of Personal Wealth Management and Corporate Retirement Planning
Personal Wealth Management
Corporate Retirement Planning
MEET THE TEAM
Capstone Advisors brings together a team of professionals with a diverse, yet relevant set of experiences and qualifications to most effectively find the solution that is in your best interest.