Investment Committee
Capstone has revitalized the investment committee. With Ted’s leadership and passion at the helm, we are working on portfolios as a team that also includes Jamie Cornehelson, Hillary Hienton, and Ryan Turbyfill. The team will build, maintain, and change portfolios to meet your financial goals. The process includes our ongoing due diligence process, in which we essentially “manage the managers” that
we hire for you.
As mentioned in Ted’s earlier blog,
“Concentrating on the 4 Ps- people, philosophy, process, and performance. While performance is, of course, important it is last on that list for a reason. When the regulators insert the term “past results are not a guaranty of future performance,” they are not kidding. Bernie Madoff had
great performance, but…scrutiny of people, philosophy, and process should have raised many red flags. We overweight caution and humility in our assessment of people, the first P and the one that drives the others. In baseball terms, that means that we tend to look for singles and doubles hitters rather than home run hitters. We think this is worthwhile risk management for you as home run hitters tend to strike out quite often. That conflicts with our belief that you want to meet your own
financial goals with as little risk as necessary.”
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We look forwarding to seeing you and serving you. If there is anything we can be of assistance for, please reach out. It is our pleasure to help in any way we can.