Capstone Advisors is a fee-only Registered Investment Advisor specializing in applying Nobel-prize winning Modern Portfolio Theory in combination with the body of research known as behavioral finance to help both institutions and private clients build and manage efficient portfolios. Our goal is to help affluent individuals maximize retirement security by managing a comprehensive investment plan, reducing financial risk and creating peace of mind.
We are devoted to delivering on the promise of true wealth management. We are committed to always acting in the best interest of each client. Every decision we make is based solely on how it serves the clients' values, priorities, and goals. It’s not just a promise, it’s who we are, how we live our lives and the core of our business model.
