After decades with broker/dealers, we took the next step towards independence and launched Capstone Pacific Investment Strategies, Inc. in 2010. This milestone not only represented our continued growth and development as a firm, but also our commitment to our clients to deliver what we believe are the best possible financial solutions. Capstone Pacific was established for you, our client.
We are fiduciaries. As a registered investment advisor*, our business is structured so that we act in the best interest of the client at all times. Not only is our business held to this higher standard, but a CERTIFIED FINANCIAL PLANNER™ professional is also held to the fiduciary standard of care and must place the interest of their clients above their own. Surprisingly, not all financial advisors are fiduciaries.
Investment management is the core of what we do.
Planning services for every stage of life.
The civilian federal benefits program is complex, let us help guide you through.
As a business owner, we can help you review or set up a 401(k) or other employer sponsored retirement plans. For employees, we give advice on which funds to invest in and when to make changes.
*Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
Capstone Pacific Investment Strategies, Inc. is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. The firm is not affiliated with or endorsed by the Federal government or any governmental agency. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change. Content should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. All investment strategies have the potential for profit or loss. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Capstone Pacific Investment Strategies, Inc.
265 S Randolph Ave, Suite 240
Brea, CA 92821
Phone: 626-915-7006 Fax: 626-915-8803 Email: firstname.lastname@example.org
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