Stewarding Wealth

Rooted in Values

values-driven investments

We’re Committed to Stewarding Wealth Better

Whether you're an individual investor looking to align your portfolio with your beliefs, an advisor seeking to offer unique value to your clients, or an institution aiming to demonstrate your commitment to your community's values, Capstone provides the sophisticated and transformational guidance you need.

Investments For Individuals

For Individuals

Enjoy peace of mind as your private wealth investments make a positive impact. With both traditional and non-traditional options, our innovative investing strategies help you build a portfolio that reflects your beliefs and supports your financial goals.

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Investments For Advisors

For Advisors

Differentiate your practice with cutting-edge, values-based investment options. Our biblically informed investing strategies empower you to stay ahead of the curve and offer unique value to your clients.


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Investments For Institutions

For Institutions

Through individual mandates, discretionary management, and portfolio sub-advising, we help your institution achieve its financial objectives, navigate regulatory complexities, and enhance your reputation for stewardship within the community.

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About us

Invest in New Opportunities for Growth, Purpose, and Impact

Capstone Asset Management is an innovative investment firm, dedicated to bridging the gap between financial goals and value-driven impact. Our clients include forward-thinking individuals, advisors, and institutions across Canada. Whether they're planning for retirement, managing client portfolios, or overseeing organizational funds, they all share a desire for uncompromised value. 

With decades of expertise in investment strategies, we bring a unique blend of time-tested wisdom and cutting-edge approaches to your investment decisions. Our approach transcends traditional investing and simple negative screening, offering innovative solutions that unlock new opportunities for growth, purpose, and impact. It’s a partnership that surpasses basic fund management and expands your vision of what investing can achieve.

capstone funds

Innovative Investments for Modern Markets

Equity

Capstone’s Equity Funds are designed to offer a diversified investment approach that aligns with Christian values. With a focus on generating income, preserving capital, and pursuing value-based strategies, these funds include investments in Canadian and foreign assets that complement traditional equity markets.

Capstone Traditional Equity PoolCapstone Non-Traditional Equity PoolCapstone Canadian Equity Income Strategy
Fixed Income

Capstone manages four non-traditional funds that vary by opportunity type. Depending on the Fund's investment mandate, investors access alternative investments such as, real estate, construction and development mortgages with first and second priorities, currencies, commodities, hedge funds, foreign mortgages, and accounts receivables.

capstone mortgage poolcapstone first mortgage fundcapstone private high income poolcapstone treasury poolcapstone fixed income pool
Impact

Capstone’s impact investment funds provide investors with the opportunity to align their portfolios with Christian values. These funds focus on selecting companies that demonstrate responsible practices and contribute to human flourishing, incorporating a diverse range of assets, including equities and fixed income, all chosen based on Capstone’s faith-driven principles. By investing in these funds, clients can pursue their financial goals while making a meaningful, positive impact aligned with their beliefs.

Capstone Kinvest Impact Fund I LPCapstone Stewardship Extension Fund

Capstone’s Equity Funds are designed to offer a diversified investment approach that aligns with Christian values. With a focus on generating income, preserving capital, and pursuing value-based strategies, these funds include investments in Canadian and foreign assets that complement traditional equity markets.

Capstone Traditional Equity PoolCapstone Non-Traditional Equity PoolCapstone Canadian Equity Income Strategy

Capstone manages four non-traditional funds that vary by opportunity type. Depending on the Fund's investment mandate, investors access alternative investments such as, real estate, construction and development mortgages with first and second priorities, currencies, commodities, hedge funds, foreign mortgages, and accounts receivables.

capstone mortgage poolcapstone first mortgage fundcapstone private high income fundcapstone treasury poolcapstone fixed income pool

Capstone’s impact investment funds provide investors with the opportunity to align their portfolios with Christian values. These funds focus on selecting companies that demonstrate responsible practices and contribute to human flourishing, incorporating a diverse range of assets, including equities and fixed income, all chosen based on Capstone’s faith-driven principles. By investing in these funds, clients can pursue their financial goals while making a meaningful, positive impact aligned with their beliefs.

Capstone Kinvest Impact Fund I LPCapstone Stewardship Extension Fund

ready to invest with purpose?

Discover Capstone Today!

invest with purpose with Capstone Asset Management

When it comes to investing, complexity can be overwhelming. That's why we make starting with Capstone as simple as possible.

Our complimentary “Discover Capstone” call is a no-pressure opportunity to explore whether our values-driven investment approach aligns with your needs. During this initial conversation, we'll discuss your financial goals and values, giving you insight into how we integrate your values with your investments.

Whether you decide to partner with us or explore other options, our aim is to provide you with greater clarity and confidence in your investment decisions. Schedule a time that works for you, and let’s begin transforming your investment experience.

discover capstone

what can you expect from capstone asset management

Rooted in Values. Focused on You.

Values-Driven Investment Strategies
Capstone offers tailored investment solutions that align with your principles and financial goals. We ensure that your portfolio reflects your values, providing opportunities for meaningful impact alongside financial growth.

Innovative and Insightful Guidance
We equip you with the knowledge and tools needed to navigate today’s complex financial landscape. Our team breaks down complex concepts into clear, actionable insights, empowering you to make informed decisions with confidence.

Ethical and Impactful Partnerships
At Capstone, we prioritize building partnerships that resonate with your mission and values. We are dedicated to fostering long-term relationships that emphasize integrity, transparency, and a shared commitment to creating positive change.

POSITIVE GLOBAL IMPACT

Invest in our Kinvest Impact Fund

The Capstone Kinvest Impact Fund is structured as a Limited Partnership and is open to institutions, corporations and private individuals that are eligible investors in the Canadian Partnership.

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a new era in investing is here. let’s make the most of it together!

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