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.
Capstone Pacific Investment Strategies, Inc.
970 S. Village Oaks Drive, Suite 205
Covina, CA 91724
Phone: 626-915-7006 Fax: 626-915-8803 Email: firstname.lastname@example.org
Copyright © 2019 Capstone Pacific Investment Strategies, Inc. - All Rights Reserved.