Advisors
Differentiate Your Practice
In today's evolving financial landscape, advisors need more than just traditional investment options to truly serve their clients. At Capstone Asset Management, we offer you the tools to transform your practice and meet the growing demand for purpose-driven wealth management.
Stand out in the Canadian market with Capstone as your partner. We empower you to offer clients the best of both worlds—access to excellently managed Traditional and Non-Traditional investments, enhanced by our Biblically Informed Investment strategies. This distinctive approach gives you an important edge, aligning with values that resonate deeply for many clients. By partnering with Capstone, you not only diversify your offerings but also elevate your value proposition, helping you attract and retain clients in an increasingly competitive market. Let Capstone be the difference-maker for your practice and increase your value to your clients, setting you apart in a competitive market.
"An advisor's value lies in understanding clients' core beliefs and aligning them with their investment plans." -Gerard Feliciano, Director, Business Development
Our funds are designed with complete transparency so that you and your clients can have confidence in every investment decision. From clear fee structures to open communication regarding fund performance and holdings, Capstone ensures that both advisors and clients understand exactly where their investments stand.
Investment funds are held in secure custody by a Custodian separate from Capstone Asset Management. This separation provides an added layer of protection and oversight, offering the utmost security for your clients' investments.
Partnering with Capstone means gaining access to an experienced team of Portfolio Managers and Analysts who bring a wealth of knowledge to every fund we create. With multiple CFA Charterholders on our team and a strong focus on research and strategy, you can confidently offer your clients expertly managed funds.
Capstone remains fully independent, unaffiliated with any parent company or outside distributor. This independence allows us to create and manage our funds without external influence, ensuring that every decision is made with your clients' best interests in mind.
Differentiate your practice by offering exclusive access to sophisticated investment opportunities.
capstone funds
Innovative Investments for Modern Markets
Capstone’s Equity solutions are designed to offer a diversified investment approach that provides investors with access to both public and private equity investments. Capstone offers options for investments that are specifically value aligned through its biblically informed approach. Additionally, Capstone offers both a globally diversified pool of public market equity investments, along with non-traditional private market investments.
Capstone Traditional Equity PoolCapstone Non-Traditional Equity PoolCapstone Canadian Equity Income Strategy
Capstone manages several fixed income funds to meet the diverse needs of a portfolio and differing risk profiles. These funds offer investors access to both public and private credit investments allowing for a diversified mix of fixed income investments to complement an equity portfolio.
capstone mortgage poolcapstone first mortgage fundcapstone private high income poolcapstone treasury poolcapstone fixed income pool
Many investors are looking for their investments to have a positive impact beyond the financial return. At Capstone we offer investors the opportunity to align their values through investments that seek to provide both a positive value aligned impact and financial return. Through both equity and fixed income funds investors can steward capital in line with their values while seeking a broader return profile.
Capstone Kinvest Impact Fund I LPCapstone Stewardship Extension Fund
Capstone’s Equity solutions are designed to offer a diversified investment approach that provides investors with access to both public and private equity investments. Capstone offers options for investments that are specifically value aligned through its biblically informed approach. Additionally, Capstone offers both a globally diversified pool of public market equity investments, along with non-traditional private market investments.
Capstone Traditional Equity PoolCapstone Non-Traditional Equity PoolCapstone Canadian Equity Income Strategy
Capstone manages several fixed income funds to meet the diverse needs of a portfolio and differing risk profiles. These funds offer investors access to both public and private credit investments allowing for a diversified mix of fixed income investments to complement an equity portfolio.
capstone mortgage poolcapstone first mortgage fundcapstone private high income fundcapstone treasury poolcapstone fixed income pool
Many investors are looking for their investments to have a positive impact beyond the financial return. At Capstone we offer investors the opportunity to align their values through investments that seek to provide both a positive value aligned impact and financial return. Through both equity and fixed income funds investors can steward capital in line with their values while seeking a broader return profile.
Capstone Kinvest Impact Fund I LPCapstone Stewardship Extension FundPOSITIVE GLOBAL IMPACT
Invest in our Capstone 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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