Our Mission and Core Values

Offering an advisory relationship built on personal trust and company-wide integrity, JMF Capstone Wealth Management serves as a Registered Investment Advisor providingĀ investment management to individuals, families, businesses, trusts, qualified retirement plans and not-for-profits to pursue long-term financial objectives.

OUR CORE VALUES

  • Providing a fiduciary standard of care
  • Focusing on your goals
  • Establishing consistency through an investment policy statement
  • Delivering strategies based on the latest academic research
  • Implementing a passive investment approach
  • Identifying your ability, willingness and need to take risk
  • Proactively pursuing tax management
  • Offering institutional level of fixed income investing
  • Ensuring open communication
  • Fostering education and understanding
  • Managing for multiple types of risk
  • Incorporating targeted advanced planning

 

 

©2017 JMF Capstone Wealth Management