Q: What is an independent advisor?
A: An independent investment advisor, also called a registered investment advisor (RIA), is a financial advisor who is independently registered with the SEC and typically owns his or her own practice. An RIA offers client-focused advice for a fee and has access to financial products from the entire marker.

Q: What is asset management?
A: Asset Management is a professional and systematic process of planning, operating, maintaining, and upgrading various personal securities and assets.

Q: What makes Capstone Capital different?
A: We utilize a disciplined strategy for investing versus trying to pick stocks and time the market.  Based on client’s goals and needs, we create customized investment plans.  We work closely with our clients and other trusted advisors such as accountants, attorney and insurance professionals.  Another difference is we do not charge commissions, but rather work for an investment advisory fee. Our firm’s purpose is to always do what is right for the client.

Q: Where/How will my money be invested?
A: This depends on the financial goals that you are setting your sights on, but we can guarantee that we do not engage in risky stock speculation tactics like many firms all too often do. Instead we design and manage your personal portfolio using primarily institutional investments that are not otherwise available to individual investors.

Q: What types of services does Capstone Capital offer?
A: While our primary function is asset management, we also work with estate planning, CPA professionals to maintain knowledge of the latest in tax strategies, as well as risk management and assessment.

Q: What does a standard portfolio look like for one of your clients?
A: Each portfolio is designed and maintained with the individual's assets, potential growth and unique sense of one on one customer service in mind. At Capstone Capital Group, you should never feel like a number, but rather an individual that is receiving  personal care and assistance.