A complete list of active advisors currently associated with Capstone Investment Financial Group, LLC

Warmer can help you find a great advisor at Capstone Investment Financial Group, LLC or one who fits your needs even better.

Capstone Investment Financial Group provides financial planning and discretionary and non-discretionary portfolio management to a mix of individual clients (including high-net-worth individuals), retirement plans, trusts, estates, charities, corporations, and other investment advisory firms. The firm also sponsors a wrap-fee program and offers sub-advisory services and project-based planning engagements. The firm’s investment approach emphasizes assessing and managing risk rather than market timing, with portfolio reviews conducted at least monthly and model-driven strategies maintained for many clients. Capstone operates a suite of proprietary and themed strategies — including earnings-momentum, ETF-based strategic allocation, a diversified “MaxBalanced” approach with a sustainable variant, and a screening strategy focused on LGBT-friendly companies — and may employ hedging, leverage, derivatives, short sales, or borrowing in accounts when appropriate for a client’s risk profile. Capstone is notable among similar-sized teams for acting as the investment manager and private fund adviser to a pooled vehicle that invests in privately sourced debt instruments, and for offering performance-based fee arrangements to qualified clients. The firm’s principals also maintain outside business activities tied to real estate operations and related services (including brokerage activity, property ownership and rental, and a landscaping business), which the brochure discloses as potential conflicts when those services are recommended to clients.

To learn more about the advisors currently working at Capstone Investment Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.