Custom Quantitative Services

Our Custom Quantitative Services provide the institutional investor with a risk-controlled customized equity investment strategy based on client-specified parameters. 

It is essentially a build-to-suit approach using our advanced risk modeling tools. 

In addition to screening for our clients’ specific social and ethical concerns, we can apply various financial formula parameters and asset allocation tilts to create value added portfolios.  A few examples of these factors include: market cap,  P/E, P/B, Dividend Yield, ROE, growth/value tilts, sector and industry. 

This service is designed to meet unique client specifications and investment strategies where it may be possible for us to create a cost-effective custom quantitative solution that will meet that objective.

For more information or access to resources, please contact Capstone's Institutional Services team at 713-260-9000 or email Renée Estridge, Vice President Business Development directly at restridge@capstonefinancial.com