We Are Fiduciaries!
At Capstone, all advisors and employees are required to act as Fiduciaries and make recommendations based on the client’s best interest. We go a step further and advise on what we would do personally given the same set of circumstances.
Holistic Financial Planning
By Ryan Turbyfill, MBA Financial Advisor Holistic financial planning considers your personal, financial, and lifestyle goals to develop a comprehensive plan for all your financial needs. While we take our responsibility and the trust you have placed in us to manage...
Capstone is a Best for Colorado Company. Here’s Why.
At Capstone Investment Financial Group we provide portfolios that give our clients diversity and exposure to the market at their comfort level. Our own Lindsey Simek sat down with ColoradoBiz Magazine for a Q&A on what makes Capstone a Best for Colorado company...
Series I Bonds…Paying 9.62%
Series I Bonds are paying a record 9.62% interest rate, and this may a smart buy for many. With the market experiencing extreme volatility, an investment such as I bonds, may be just what investors are looking for. I bonds can be purchased in increments of $25 with a...