Clients deserve a high-touch, honest and straightforward experience.
We’re open to discussing the type of arrangement that achieves your specific objectives. Unlike aggregators and financial acquirers who are often focused primarily on return on investment, we’re focused on scaling and reinvesting in our firm to properly broaden and deepen the client experience.
Capstone-led strategic partnership
In this scenario, we come to an agreement that merges our two firms under one brand.
If you’re a firm committed to growing with a partner dedicated to enhancing the client service offering or implementing effective operational processes and procedures, our experience may help.
Our Systems are Second to None
Led by experienced, innovatively-minded team members, Capstone has built a scalable and centralized infrastructure to support our best-in-class client experience. We’ve created these systems so together we can focus on growth. We’re always looking for fresh ideas and ways to improve everything we do.
PLATFORMS
Centralized platform for portfolio construction and trading operations
Centralized team for tax research and preparation
Marketing and content distribution platforms for financial thought leadership
PEOPLE & INFRASTRUCTURE
Highly experienced advisory teams with strong next-generation talent provide extensive service, team depth, and capacity
Leading operations, client service, and compliance infrastructure
Cloud-based network architecture with best-in-class managed service provider support
TECHNOLOGY
Leading operations, client service, and compliance infrastructure
Highly regarded industry applications for customer relationship management, financial planning, portfolio reporting, rebalancing and research, tax planning and preparation
We’re always looking for fresh ideas and ways to improve everything we do.
Capstone-led Succession Solution
If you’re a firm facing succession challenges or one whose ownership is looking to completely transition out of the business, this arrangement may be your preference. We’ve been through the succession process ourselves and respect what it takes to complete it.