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 Alternative Strategies is a team of experienced financial services professionals dedicated to creating an exceptional advisor and client experience just the way you want it. We 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.
The members of the Capstone team possess unparalleled expertise in a multitude of areas that allows us to exceed your expectations
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
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
We understand that “one size does not fit all.” Capstone Alternative Strategies 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.
A team of seasoned professionals with experience in asset management, insurance, technology, legal and accounting stand behind The Capstone Platform.
Michael started his career as President and General Manager of a small automotive sales conglomerate, where he oversaw and managed several domestic and Asian manufactured retail dealerships. After selling the dealerships, Michael then worked with Prudential Preferred Financial Services in life insurance and annuity sales. He later advanced his career in private wealth management at Morgan Stanley Dean Whitter and subsequently Merrill Lynch. Following that, Michael served as Chief Financial Officer of a metals manufacturing and distribution startup, where he was instrumental in securing patents and developing a completely virtual, vertically integrated, manufacturing and distribution technology serving the global powder metallurgy industry. At Capstone Capital Consulting, he oversees marketing and advisor development. Michael attended Indiana University where he became a member of the Sigma Chi fraternity and later earned his BS from Ball State University. He has an insurance license.
Jason began his career with Harris Bank in operations, then moving to Northwestern Mutual in financial planning. After Northwestern Mutual, he was responsible for the startup and management of his own investment real estate company, Signature Real Estate Group, which helped provide the foundation for his involvement with alternative investments and the senior life settlement space. Jason has extensive experience in sales, relationship management, marketing, business development, as well as operational and managerial experience among a range of different industries. His primary role with Capstone Capital Consulting is promoting and building the right strategic relationships for the US advisor senior life settlement model. Jason graduated from Purdue University with honors, earning an undergraduate degree in Industrial Management. Jason possesses an insurance license.