Capstone Investment Management

Our Mission and Core Values

JMF Capstone Wealth Management is built on a solid foundation of personal trust, integrity, and evidence-based investment strategies. Our mission is to empower our clients to achieve their financial and life goals through collaborative wealth management. We achieve this by:

• Fiduciary Standard of Care: We prioritize your best interests and act in your best interests at all times.
• Goals-Oriented Planning: We work alongside you to understand your unique goals and aspirations.
• Academic Research: We base our investment strategies on the latest academic research and industry best practices.
• Open Communication: We provide clear and transparent communication throughout the entire process.

Our Fiduciary Obligation

We hold a deep ethical responsibility to act in the best interests of our clients. This obligation extends beyond financial performance. We vow to:

• Maximize transparency and disclosure
• Maintain the highest ethical standards
• Communicate in a clear and understandable manner
• Provide diligent care and attention
• Treat each client with respect and professionalism

Our Team

Our team of experienced professionals possesses deep knowledge and expertise in wealth management, financial planning, and investment strategies. We are passionate about leveraging our skills to help our clients achieve sustainable financial success.

Our Alliances

We believe in building strong relationships with reputable organizations that share our values and commitment to excellence. This allows us to provide our clients with a comprehensive and well-rounded wealth management experience.

Our Approach

Our investment philosophy is built on a foundation of academic research and evidence-based investing. We take a passive, diversified approach to minimize risk and maximize potential returns. We believe in:

• Building a diversified portfolio of low-cost index funds
• Limiting transaction costs
• Avoiding unnecessary speculation
• Implementing tax-efficient strategies

Building a Relationship

We consider our relationship with each client to be a partnership. We believe in open communication, regular reviews, and ongoing collaboration to ensure your portfolio remains aligned with your evolving needs and goals.