THE CAPSTONE MISSION

The Capstone Mission is to enable financial advisers to differentiate and grow their advisory practice by leveraging Capstone’s innovative alternative asset platform that combines a smart strategy and a thoughtfully designed business model to deliver permanent, predictable yield to their accredited investor clientele by unlocking the hidden value stored in unwanted, unneeded or unaffordable life insurance policies owned by seniors that desire to monetize their asset in order to improve their financial quality of life.

CONSULTATIVE APPROACH
INNOVATIVE PLATFORM
PROPRIETARY ACQUISITION MANAGEMENT STRATEGY
INTEGRATED BACK OFFICE SOLUTIONS

INNOVATIVE PLATFORM: CAPSTONE GIVES ADVISORS THE TOOLS THEY NEED

The innovative business approach implemented in each of our partnerships is a key component of the Capstone Advantage. The Capstone Platform was created to allow you to run your business…not build your business.

For advisory firms that want an effective new alternative asset class to add to their current product and service model, The Capstone Platform is the most economical and efficient way to vertically integrate The Senior Life Settlement Alternative to your toolbox.

PREMIUM RESERVE MANAGEMENT

What truly differentiates Capstone in the alternative investment world is that we share the primary risk of time to policy/portfolio maturity with the investor. Capstone’s core competency is our ability to evaluate and mitigate the risk of extended longevity.

The premium reserve is professionally managed to create additional yield to preserve investors’ Total Projected Yield to Maturity from the erosive effect of Premium Calls.

THE CAPSTONE ADVANTAGE

Capstone believes there is a better way to serve and support advisors that want to differentiate their advisory practice to lead the competition for market share. Delivering concrete value to your accredited investors is the best way to stand out amongst the crowd.

Through a disciplined approach focused on transparency and best-in-class due diligence procedures and controls, Capstone delivers a high value product. The Capstone Advantage to both advisor and purchaser is in the business model.

DOWNLOAD OUR EBOOK: “LEADING COMPETITIVE ADVANTAGES: ALTERNATIVE INVESTMENTS & TECHNOLOGY ADVANCEMENTS FOR RIAs

Interested in growing your RIA practice? Download our eBook to find out more now.