Introduction
Capstone’s core values are expressed as RIPE; Respect for the client, the Individual comes first, Process is centric, and Ethically minded.
We pride ourselves in being very different than other firms in the way we approach client relationships. We spend time getting to really know you beyond just your finances, your goals and objectives at the beginning of our relationship and conduct strategy sessions regularly, so we can stay current with your situation. Having a
plan and fine tuning it as you move forward can be comforting, especially when the markets get a little crazy.
Our Growth
We enjoy many long-term client relationships and we often hear comments about how you’re noticing our growth. It’s a direct sign that you value our relationship as most of Capstone’s progress has come in the form of referrals from clients and friends of the firm. We can’t thank you enough, but we also realize you are not doing
that to help us, you are doing it to help the people you are referring to us. It serves as an affirmation of the fact that our relationship has been mutually beneficial.
While Ryan Turbyfill may be new to many of you, he is not new to Capstone. Ryan joined Capstone in 2016. He has been serving on the investment committee, helping Ted craft our distinctive diversified portfolios. Ryan’s interest in helping individuals with their financial plans prompted him to join us. His experience as a
business owner and real estate experience will benefit our clients with their financial planning. Specifically, his experience owning real estate rentals has shown beneficial to many of you already.
We’ve also expanded our 401(k) services. Since individuals and companies alike need help maneuvering through investment choices and the markets, Capstone offers its services as the Plan’s Investment Advisor. Plan sponsors can offer their employees retirement plan services with a personal touch from Capstone.
Resources
Waking up Sunday morning with a cup of coffee and your investment update is a common practice for most of our clients. Whether it is an up or down arrow on Blueleaf (Ok, we know you all want UP arrows each week!), communication and transparency are key values for us to provide in our relationship with you. Second, we want to
build robust financial plans with MoneyGuidePro for you that serve as roadmaps for your financial future. Riskalyze is used to help establish risk-based solutions for your specific financial needs. We provide guidance on all phases of your financial journey, from accumulating assets, to when you might consider retirement, to how to fund your life goals.
People are the best resource any company can have. Bill continues to serve as our back-office support and does a wonderful job making sure all the I’s are dotted and T’s crossed to provide great client service. Ian is our CFO, his duties including billing and accounts payable. Ryan, as stated above, is your
Advisor, serving you on many fronts.
Ted will continue participating in the investment committee and reviewing your portfolios and working on his restylement. Additionally, Ted will consult with other advisors at Capstone, sharing his experience and knowledge of financial planning. As owner, I make sure that Capstone is managed with the client’s goals as top
priority and provide Capstone with all the resources it needs to achieve its mission.
Office Location
We have been pleased to be a member of the Colorado Springs community for many years and will continue to provide services in the same location. We love the proximity to downtown and the easy accessibility for our clients to the office. We also maintain an office in southeast Denver for those clients in and around
Denver.
Summary
Running a responsive financial service business has its challenges but is extremely rewarding as we help you reach your financial goals and restylement. The systems and processes we utilize are intended to provide you a certain
level of comfort; especially when the markets are turbulent. We pride ourselves in our client relationships, trying to always make sure your best interests are being served.
I hope you will always feel free to call us with your suggestions and constructive comments. This truly helps us get better as a company. Thank you again for your association with Capstone Investment Financial Group. We are truly grateful.
Sincerely,
Jamie Cornehlsen, CFA
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