values-driven investments
We’re Committed to Stewarding Wealth Better
Whether you're an individual investor looking to align your portfolio with your beliefs, an advisor seeking to offer unique value to your clients, or an institution aiming to demonstrate your commitment to your community's values, Capstone provides the sophisticated and transformational guidance you need.
For Individuals
Enjoy peace of mind as your private wealth investments make a positive impact. With both traditional and non-traditional options, our innovative investing strategies help you build a portfolio that reflects your beliefs and supports your financial goals.
For Advisors
Differentiate your practice with cutting-edge, values-based investment options. Our biblically informed investing strategies empower you to stay ahead of the curve and offer unique value to your clients.
For Institutions
Through individual mandates, discretionary management, and portfolio sub-advising, we help your institution achieve its financial objectives, navigate regulatory complexities, and enhance your reputation for stewardship within the community.
About us
Invest in New Opportunities for Growth, Purpose, and Impact
Capstone Asset Management is an innovative investment firm, dedicated to bridging the gap between financial goals and value-driven impact. Our clients include forward-thinking individuals, advisors, and institutions across Canada. Whether they're planning for retirement, managing client portfolios, or overseeing organizational funds, they all share a desire for uncompromised value.
With decades of expertise in investment strategies, we bring a unique blend of time-tested wisdom and cutting-edge approaches to your investment decisions. Our approach transcends traditional investing and simple negative screening, offering innovative solutions that unlock new opportunities for growth, purpose, and impact. It’s a partnership that surpasses basic fund management and expands your vision of what investing can achieve.
capstone funds
Innovative Investments for Modern Markets
Capstone’s Equity solutions are designed to offer a diversified investment approach that provides investors with access to both public and private equity investments. Capstone offers options for investments that are specifically value aligned through its biblically informed approach. Additionally, Capstone offers both a globally diversified pool of public market equity investments, along with non-traditional private market investments.
Capstone Traditional Equity PoolCapstone Non-Traditional Equity PoolCapstone Canadian Equity Income Strategy
Capstone manages several fixed income funds to meet the diverse needs of a portfolio and differing risk profiles. These funds offer investors access to both public and private credit investments allowing for a diversified mix of fixed income investments to complement an equity portfolio.
capstone mortgage poolcapstone first mortgage fundcapstone private high income poolcapstone treasury poolcapstone fixed income pool
Many investors are looking for their investments to have a positive impact beyond the financial return. At Capstone we offer investors the opportunity to align their values through investments that seek to provide both a positive value aligned impact and financial return. Through both equity and fixed income funds investors can steward capital in line with their values while seeking a broader return profile.
Capstone Kinvest Impact Fund I LPCapstone Stewardship Extension Fund
Capstone’s Equity solutions are designed to offer a diversified investment approach that provides investors with access to both public and private equity investments. Capstone offers options for investments that are specifically value aligned through its biblically informed approach. Additionally, Capstone offers both a globally diversified pool of public market equity investments, along with non-traditional private market investments.
Capstone Traditional Equity PoolCapstone Non-Traditional Equity PoolCapstone Canadian Equity Income Strategy
Capstone manages several fixed income funds to meet the diverse needs of a portfolio and differing risk profiles. These funds offer investors access to both public and private credit investments allowing for a diversified mix of fixed income investments to complement an equity portfolio.
capstone mortgage poolcapstone first mortgage fundcapstone private high income fundcapstone treasury poolcapstone fixed income pool
Many investors are looking for their investments to have a positive impact beyond the financial return. At Capstone we offer investors the opportunity to align their values through investments that seek to provide both a positive value aligned impact and financial return. Through both equity and fixed income funds investors can steward capital in line with their values while seeking a broader return profile.
Capstone Kinvest Impact Fund I LPCapstone Stewardship Extension Fundready to invest with purpose?
Discover Capstone Today!
When it comes to investing, complexity can be overwhelming. That's why we make starting with Capstone as simple as possible.
Our complimentary “Discover Capstone” call is a no-pressure opportunity to explore whether our values-driven investment approach aligns with your needs. During this initial conversation, we'll discuss your financial goals and values, giving you insight into how we integrate your values with your investments.
Whether you decide to partner with us or explore other options, our aim is to provide you with greater clarity and confidence in your investment decisions. Schedule a time that works for you, and let’s begin transforming your investment experience.
what can you expect from capstone asset management
Rooted in Values. Focused on You.
Values-Driven Investment Strategies
Capstone offers tailored investment solutions that align with your principles and financial goals. We ensure that your portfolio reflects your values, providing opportunities for meaningful impact alongside financial growth.
Innovative and Insightful Guidance
We equip you with the knowledge and tools needed to navigate today’s complex financial landscape. Our team breaks down complex concepts into clear, actionable insights, empowering you to make informed decisions with confidence.
Ethical and Impactful Partnerships
At Capstone, we prioritize building partnerships that resonate with your mission and values. We are dedicated to fostering long-term relationships that emphasize integrity, transparency, and a shared commitment to creating positive change.
POSITIVE GLOBAL IMPACT
Invest in our Kinvest Impact Fund
The Capstone Kinvest Impact Fund is structured as a Limited Partnership and is open to institutions, corporations and private individuals that are eligible investors in the Canadian Partnership.
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