The Capstone Vision
“There’s a way to do it better – Find it.”
-Thomas Edison.
Our company was created out of the need we saw for our clients to be better understood with financial solutions tailored specifically to match their circumstances. We adhere to traditional principles of first understanding our client's aspirations and/or solving their challenges. Once we understand this, we focus on designing customized solutions. Clients are then supported across every aspect in the establishment and on-going phases of implementation.
Capstone provides the capital then executes the plans. With a focus on matching products to needs, diverse capital sources and skillful execution, we aim to create customized, holistic solutions which result in better outcomes for our clients.
Our Approach
Capstone is a full-service financial service provider. We partner with our clients to understand their needs to provide tailored solutions and not products.
A key component of our approach centers on using multiple capital sources to enable a comprehensive solution and reduce risk through diversification. This integration – solutions suited to needs combined with our ingenuity and multiple funders - enables us to provide tailored and holistic solutions specific to our clients’ situation.
The Capstone Commitment
Our innovative IT platforms and technology, along with our dedication to quality in execution, allow us to deliver results that exceed expectations.
As part of our service, we manage our custom programs fully end to end, supporting our clients during the establishment and on-going phases across multiple facets including working with auditors, accountants, tax advisors, FP&A functions and Board level support.
Our Offices
Our staff are located in multiple locations across the US including Los Angeles and New York City.
Our Offices
Our staff are located in multiple locations across the US including
Los Angeles and New York City