A complete list of active advisors currently associated with Capstone Pacific Investment Strategies

Warmer can help you find a great advisor at Capstone Pacific Investment Strategies or one who fits your needs even better.

Capstone Pacific Investment Strategies serves individual investors (including high-net-worth and non‑HNW clients), retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, pension consulting, and educational seminar services. The firm manages its client assets on a percentage‑of‑AUM basis and provides both discretionary and non‑discretionary portfolio management and modular financial planning in line with typical practices for supported advisers. The firm tailors investment advice to each client’s objectives and risk tolerance, using model portfolios, rebalancing, and a mix of fundamental, technical, and cyclical analysis; it primarily recommends mutual funds and exchange‑traded funds while also using long‑ and short‑term strategies as appropriate. Account monitoring and periodic reviews are provided, and the firm works through a qualified custodian relationship to execute trades and hold client assets. Distinctive features include a regular program of educational seminars and speaking engagements — including presentations for federal agencies and participant education for retirement plans — a service the firm highlights and that is relatively uncommon among peers. In addition, the firm’s advisers are separately licensed insurance agents who earn commissions for insurance sales (an activity disclosed as taking a portion of their time and presenting potential conflicts of interest that the firm may mitigate, for example, through fee offsets).

To learn more about the advisors currently working at Capstone Pacific Investment Strategies, 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.