Capstone Asset Management, LLC is an investment advisory firm which supplies invaluable investment advice to community banks. The firm was founded in September 2010 by John A. Schick, Capstone's founder and President. Capstone is a specialty firm that focuses only on serving the unique needs of community banks. We specialize in understanding asset liability models in order to shape a portfolio that compliments the assets and liabilities of a firm, hence reducing overall risk to the bank – not looking at the investment portfolio as an island.
John A. Schick has been skillfully representing institutional clients since 1996. He is the owner and President of Capstone Asset Management LLC, an investment advisory firm which supplies invaluable investment advice to community banks. He founded the firm in September 2010. John has been serving the same clientele since 2006, when he stepped in to seamlessly advise the investment clients upon the discontinuation of the former advisory firm.
TF: 800.257.2574
817 West Broad St
Bethlehem, PA 18018