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Capstone Asset Management Inc.

Address

#218 - 20353 64th Avenue
Langley, British Columbia V2Y 1N5
(604) 546 - 1500
info@capstoneassets.ca
www.capstoneassets.ca

Principal Contacts

Glenn Murray
President
Tel: (604) 546 - 1515
glenn@captsoneassets.ca

Stephen Smith
Chief Compliance Officer
Tel: (604) 546 - 1510
stephen@capstoneassets.ca

Client Minimums

Private: $500,000
Institutional: $500,000

Types of Accounts Managed

Private Individual / Investor
Institutional Investor - Pension Plan
Institutional Investor - Non-Profit
Institutional Investor - First Nations
Institutional Investor - Other

Provinces of Business

Alberta
British Columbia*
Manitoba
New Brunswick
Nova Scotia
Ontario*
Quebec
Saskatchewan

* indicates a physical location in this province

Capstone Asset Management Inc. is a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer active in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick and Nova Scotia. The firm seeks to provide a holistic wealth management perspective which takes into consideration a client’s global net worth. With a focus on capital preservation, Capstone strives to keep costs minimal and transparent, while giving clients peace of mind that eliminates the stress associated with managing their own wealth. Five Portfolio Managers, a dedicated trader and administrative support staff ensure the highest level of client care. Accounts range across full discretionary, proprietary pool funds only, or mandate specific.

Capstone Asset Management is the manager of its proprietary pools: the Capstone Mortgage Pool, the Capstone Fixed Income Pool, the Capstone Traditional Equity Pool, the Capstone Non-Traditional Equity Pool and the Capstone Private High Income Pool. Capstone’s Investment Management Team in conjunction with the Investment Committee exercise a rigorous due diligence process to ensure eligible investments meet the funds’ criteria.

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