Welcome to Capstone Institutional Services
Custom Institutional Services
Our custom quantitative services provide the institutional investor
with a risk-controlled customized investment strategy based on
client-specified parameters. It is essentially a build-to-suit
approach using our advanced risk modeling tools.
Custom Indexation Services
Our custom indexation services provide the institutional investor with a separately managed portfolio of securities designed to closely track the total return of a benchmark index while applying client specified constraints to the portfolio. These constraints often include social, ethical or financial criteria.
Advantages of our approach
• Transparent methodology: No active manager selection risk
• Lower fees improve overall performance
• Customized portfolios: our quantitatively derived portfolios will match your institution’s specific
financial and social screening requirements– no “one size fits all” approach.
• Socially responsible research: our portfolio management services include screening research. If you
don’t have a list of screened companies, we can create it for you based on your specifications.
• Experience: Capstone has provided custom investment portfolios for institutional clients since 1984.
For more information, please contact Capstone's Institutional Services team
at 713-260-9000 or email Renée Estridge, Vice President Business Development
directly at
restridge@capstonefinancial.com
