Investment Management

investor traveling to Paris

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 grow.” This is a common concern we hear from both new and experienced investors who got burned when the stock market declined precipitously.

For individuals like these, Capstone Investment Financial Group is the right place to start. Through diversification, with the goal of 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

In 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 market vary widely, we choose to focus on the wealth that you will need to reach your financial targets.

Our approach to client success is not just about knowing when to sell; rather, it also involves coordinating and overseeing your financial portfolio.

Once we understand 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 time you will have to reach your long-term financial goal.

No two clients are the same, so we build every portfolio to match your comfort level. 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 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 benchmarks. Not only do we advise you on the best investments to help your portfolio grow, we encourage you to be patient and focus on your long-term goal. That allows the eighth wonder of the world, compounding, to work its magic.

To do this, we must have a strong understanding of your plan, including the details of what it will take to accomplish your objectives.

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 investments. As advisors, we spend our time, education, knowledge, and experience analyzing the market and creating an organized plan to help you manage your portfolio and plan your retirement strategy. With a combined experience of more than 50 years, we pride ourselves melding your priorities with market opportunities.

Our investment plans combine stocks, mutual funds, CDs, ETFs, and variable annuities to create a well-balanced, organized portfolio.