Wealth Management
Capstone Asset Management
Merger
In October of 2008, AG Wealth Management Solutions, LLC merged with Capstone Financial Services in Houston, Texas to form Capstone Financial Solutions, LLC.. This strategic partnership offers investors the combined investment expertise, experience and resources that could only come from the combination of these two firms.
Capstone Financial Solutions, LLC, a SEC registered investment advisory firm, combines a solid commitment to personalized service with the power of Capstone sophisticated, time tested investment management approach. Clients can expect to receive similar investment expertise historically reserved for only the world's largest investors. The investment process has valuable advantages for investors seeking risk management and consistent long-term performance. Capstone Financial Solutions, LLC understands the unique biblical principles of Christian stewardship and delivers wealth management solutions that fulfill those expectations.
Personalized Investment Services
Investment concepts are mostly science. Applying that concept is mostly art. It takes highly trained professionals to help you create a customized financial solution that truly meets your personal needs. This is our expertise. We help people optimize their investments and set a clear, realistic path toward meeting their goals.
Together, we will consider your time horizon, your attitude toward risk, your tax situation, and other financial needs, all in the context of wise biblical stewardship and protecting your personal values. Then, we will show you how to translate those needs into a well diversified investment portfolio that fits your parameters for risk and return.
We are committed to providing our clients with solid investment management advice and uncompromising service. Our clients rely on us for knowledge and service to help keep them on track toward meeting their long-term investment goals.
Steward Mutual Funds
AG Financial Solutions has worked closely with Capstone over the last 5 years to develop and design custom asset allocated portfolios using the Steward family of no load funds. These funds use enhanced index and quantitative investment approach that offers investors a low cost investment process that seeks to capture above average returns though broad asset diversification.
The Steward Funds apply a comprehensive set of cultural screens to their investments. Screens applied to the portfolio management allow investors to avoid owning securities in companies that choose to profit from businesses that are at odds with cultural values consistent with a Christian lifestyle.
The Funds apply strict exclusionary screens to companies involved in the businesses of abortion and pornography. In addition, the Funds screen for businesses that are principally involved in gambling, or the manufacturing of alcoholic or tobacco products. These funds, offered without sales commissions, may be a part of your wealth management solution.
Contact A Consultant
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AG Loan Fund offers competitive interest rates to investors.
