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Manager Overview
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Capstone Investments crafts individual portfolios for investors using proprietary tactical allocations. Investments are chosen and reviewed continuously through a due diligence process. Allocations are changed in order to enhance opportunities and risk management is used to attempt to limit losses in each investment and also throughout the portfolio. |
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Experience & Disclosure
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My CRD Number:
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2436391 |
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Work Experience:
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Ted has over 15 years of experience in financial services, having worked during that time through independent Broker/Dealers. He has specialized in portfolio development and management for fee based clients. He is committed to putting the client's interests first and has chosen TD Ameritrade as his primary custodian for client accounts. |
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Academic Background:
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Ted has a B.A from Duke University and an M.A. from Oregon State University. He has also completed the College for Financial Planning's CFP Professional Education Program. |
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Services
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Types of Investments:
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Investments utilized in portfolios may include mutual funds, closed end funds, ETFs, CDs, individual stocks and bonds, structured products, and covered call options. |
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Qualifications
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Certifications, Accreditations and Designations:
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Certified Financial Planner
Accredited Investment Fiduciary |
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Number of Advisors in Office:
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3 |
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Advisor's Number of Clients:
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200 |
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Assets Managed by Advisor:
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$35,000,000 |
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Compensation
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New Client Minimum Portfolio Size:
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$25,000 |
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Fee:
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1.1% Tiered |
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Money Manager Articles
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How Markets Really Work - 06/30/2009
The Strange Case of Closed End Funds - 06/16/2009
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