Asset Allocation Portfolios
The Capstone Financial Solutions Asset Allocation Portfolios are a comprehensive set of investment portfolios designed to meet a wide range of client needs.

Tactical Asset Allocation Portfolio
An investment strategy that opportunistically shifts the asset mix of the portfolio in response to the market

Target Risk Portfolio
An investment strategy that allows investors to select an investment based on their individual risk profile.

Target Date Portfolio
An investment strategy that allows investors to select an investment based on the date they need access to the funds.

Custom Asset Allocation Portfolio
An investment strategy that customizes the portfolio according to the client’s risk tolerance, performance criteria and personal screening requirements

Tactical Asset Allocation Portfolio
Our Tactical Asset Allocation portfolio opportunistically shifts the asset mix of the portfolio in response to the changing patterns of reward available in the capital markets.  The objective is to outperform the market, as measured by the S&P500, while trying to minimize losses in a downturn. We allocate our portfolios between equity, fixed income and low volatility cash alternatives and add value through the selective rotation of asst categories and economic sectors within those categories.

Target Risk Solutions
Capstone Financial Solutions, LLC offers a family of target risk portfolios that allows investors to select an investment in a diversified portfolio based on their individual risk profile. Each strategy, ranging from conservative to more aggressive, is managed and periodically re-balanced within each range or risk objective.

- Conservative Strategy
- Moderate Growth Strategy
- Balanced Strategy
- Aggressive Growth Strategy
- Diversified Equity Strategy 
 
Target Date Solutions
Capstone Financial Solution's target date solutions balance risk and return based on the amount of time before the “target date”. We periodically adjust these funds so the investment allocation becomes more conservative as the “target date” nears.  Capstone Financial Solutions, LLC offers target-date funds with four diversified strategies for  varying retirement target dates:

- Target Date 2010
- Target Date 2020
- Target Date 2030
- Target Date 2040
- Target Date 2050

Custom Asset Allocation Solutions
Our Custom Asset Allocation Solutions combines Capstone Financial Solutions’ solid commitment to in-depth personalized service with the power of Capstone Asset Management’s sophisticated investment management approach to offer custom asset allocation services usually reserved for only the largest investors.

Our investment process considers our clients’ risk and performance requirements, along with a thorough understanding of each client’s unique personal screening requirements.  To create your personalized allocation we will consider your time horizon, your attitude toward risk, your tax situation, and other financial needs, all in the context of protecting your personal beliefs and values. The Capstone Financial Solutions Custom Asset Allocations allows us to translate your unique investment needs into a well diversified investment portfolio that fits your personal parameters for risk, return and your cultural/social beliefs.