THE CAPSTONE STORY

To capture the unique advantages of Senior Life Settlements, it was clear that Capstone had to create a more efficient platform for advisors to access this exciting new alternative investment asset class.

Capstone Capital Consulting is a team of experienced financial services professionals dedicated to creating an exceptional advisor and client experience just the way you want it. The Capstone Consultants are advisors that have built a stage for advisors to maximize practice management efficiency and deliver real value to the alternative asset class investor.

Capstone is the leader in the Senior Life Settlement market. We specialize in making hard, easy. Senior Life Settlements are an innovative alternative investment management solution that is now accessible through an intuitive and thoughtfully designed advisor access portal…The Capstone Platform. Now advisors have a differentiator that will set them apart from their competition and deliver real value to their clients.

Learn more about the Capstone Difference by watching our educational video.

CAPSTONE AT A GLANCE

EXPERIENCED PROFESSIONALS

The members of the Capstone team possess unparalleled expertise in a multitude of areas that allows us to exceed your expectations

THE CAPSTONE PROCESS

Our process is based on The Capstone Platform that is designed and supported by experienced financial and insurance professionals that understand the distinct challenges and opportunities faced today

INVESTOR PROTECTION

Capstone has been vigilant and thoughtful employing rigorous investor protections and affiliating with best-in-class counter parties in the development of the Capstone Business Model

WHY CAPSTONE

We understand that “one size does not fit all.” The Capstone Consultancy will work with you step by step to build the Right Alternative Investment Strategy to align with your brand, culture and structure.

Senior Life Settlements are unlike any other alternative strategy available in the market. The absolute return characteristics of a life insurance asset backed investment instrument provides permanence and predictability for both advisor and investor. The fact that there has never been an outright failure by a US Legal Reserve Insurance Carrier to pay a legitimate claim in the industry’s history provides the peace of mind and surety of safe and predictable capital growth and preservation.

1

STEP 1: DISCOVERY

  • Advisor Culture, Brand & Structure
  • Client Base
  • Go to Market Strategy
  • Client Service Model
  • Goals & Objectives
  • Establish Timelines
2

STEP 2: ENGAGEMENT

  • Contracting
  • Branding & Marketing Collateral
  • Sales & Marketing Training
  • Practice Management
3

STEP 3: EXECUTION

  • Portfolio Construction
  • Market Development Support
  • Escrow Management
  • Asset Management
  • Administration & Communications

SCHEDULE A CONSULTATION

Interested in learning more and speaking with Capstone? Schedule a consultation with us.

SCHEDULE

UNPARALLELED EXPERTISE

A team of seasoned professionals with experience in asset management, insurance, technology, legal and accounting stand behind The Capstone Platform.

CHRIS STREIB

DIRECTOR AND CO-FOUNDER

MICHAEL BRADBURN

DIRECTOR AND CO-FOUNDER

JOHN M. ZANETIS

DIRECTOR AND CO-FOUNDER

TYLER RANDOLPH

DIRECTOR AND CO-FOUNDER

Jerry Lewis, CPA

CHIEF FINANCIAL OFFICER

Robert W. Fay

CHIEF INVESTMENT OFFICER

VASU VIJAY

CHIEF TECHNOLOGY OFFICER

RUT GADEA

DIRECTOR OF CORPORATE AFFAIRS

JASON BOKINA

DIRECTOR OF BUSINESS DEVELOPMENT