Welcome to Capstone

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 represents 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.

*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.