Investment Management

Investment Management.

As an investor, you may be thinking to yourself, “I’m cautious about investing, based on what happened in 2008, yet I want my investments to have growth.” This is a common concern we hear from both new and experienced investors who got burned when the stock market crashed.

For individuals like these, Capstone Investment Financial Group is the right place to start. Through diversification, buying when prices are low, and selling when they are high, our trusted team of financial planners are crafting portfolios for the thoughtful investor.

Determining Your Needs

travelling for funIn order to make decisions that are in your best interest, we first must understand what you ultimately want and need. Because investment returns of the stock or bond market are anything but constant, we choose to focus on the wealth that you will need necessary in order to reach your financial target.

Our approach to client success is not just about knowing when to sell. It also involves coordinating and overseeing your financial portfolio to determine the amount of money you have in your investments, accounts, insurance, and taxes.

Once we have an understanding of your investments, our goal is simple. We combine our knowledge of the market with your assets to invest and grow your portfolio. The stronger your portfolio becomes; the easier of a time you will have reaching your long-term financial goal.

No two client goals are the same, and we build every portfolio so that it matches the comfort level of the client. Perhaps you want to grow your initial investment, increase your annual income, or develop a strategy and timeline for retirement. Whatever your goal is, we can help lay the foundation down to get you there.

Providing Service at Every Step of the Way

When it comes to coaching our clients, our advisors at Capstone take great pride in helping you reach your financial benchmark. Not only do we advise you on the best investments to help your portfolio grow, we encourage you to be patient and give compounding the necessary time to work.

In order to do this, we must have a strong understanding of your plan, right down to the minor details of what it will take to accomplish your objectives, and how committed you are to seeing your plan through.

No Two Portfolio Strategies Are the Same
Assisting our clients is not about simply keeping up with market trends, but rather through applying research to fully understand the forecast of the market in order to best assess the current value of the market and the investments included in your portfolio. These simple steps give us the insight necessary to select a variable annuity or benefit that is right for you and your portfolio.

Our services go beyond simply managing your investments. While some investors rely heavily on a buy-and-hold strategy for stocks, bonds, and cash, we instead focus on total returns, and offer alternative investments to actively manage your portfolio and allow you to take advantage of all market opportunities.

We understand that life is busy and you may not have the time or the necessary level of interest to stay on top of your finances. As advisors, we spend our time, education, knowledge, and experience to analyze the market and create an organized plan to help you gain control of your portfolio or prepare a retirement strategy. With more than 40 years of experience combined, we pride ourselves in serving as your economic roadmap to ensure you are selecting investments that will positively impact your financial wellbeing every step of the way.

Our investment plans combine traditional products, like stocks, mutual funds, CDs, ETFs, and variable annuities. We use these products to create a well-balanced, organized portfolio that makes use of as many low cost, passive investments as possible.

Helping You Become a Conscious Investor

Our goal at Capstone is to educate our clients on changing market trends and potential investment opportunities to help build a portfolio that will continue to grow despite market performance. Having this awareness is what turns an investor into a conscious investor.

Being a conscious investor means making decisions now that will enable you to have freedom and more choices later in life. Sometimes having this freedom later means making sacrifices in how you spend your money now. In order to reach your long-term financial goals, you’re often forced to give up one investment for another. These decisions are what help you become conscious of your spending and saving habits, and put your long-term goals into perspective so that you can make the first steps towards a life of security.

If you are looking to collect a couple extra coins, you may be surprised at what you can save when you start paying attention to where your money is going. Most individuals are shocked to learn they can enjoy the same quality of life by spending less. You will start to see your savings account flourish when you consciously begin making choices to invest rather than to consume.

Of course, the process of transforming into a conscious investor is one that takes both time and guidance. Our advisors at Capstone Investment Financial Group are here to help you manage your wealth so that you can reach your financial goals at every stage in life. Contact us today to get started.


Our Services include Financial PlanningRetirement PlanningInvestment ManagementRisk Management & Wealth Management in and around Colorado Springs, CO.

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