Independent Financial Advisors
EST. 1984
Our Investment Philosophy
First and foremost, our definitive goal is to respect and preserve our clients’ capital. Regardless of market conditions, we dedicate ourselves to structuring wealth management plans to expect the unexpected and deal with real world conditions.
Our model utilizes both in-house investment research as well as external money managers to generate investment ideas for client accounts. We believe this approach gives our advisors a superior perspective and the ability to structure portfolios for both protection and growth. Our history indicates we have been successful.
Collectively, we invest with a long-term view and understand that a mix of the “here-and-now” blends well with our ability to search the horizon for financial opportunities others might not see.
Since 1984, Capital Ideas has been building confidence with our clients and offering a solutions-based approach to building their investment portfolios. These concepts represent more than just a philosophy to us. Our level of personal service, the time we take to research and evaluate our clients’ goals and the confidence we have in our team is all part of an aggressive action plan to do what we do best: preserve, protect and build wealth.
Contact
➤ LOCATION
Hillcrest Tower
12720 Hillcrest Rd.
Suite 910
Dallas, Texas 75230
☎ CONTACT
contact@cap-ideas.com
phone: (214) 750-4400
fax: (214) 466-1990
✓ Expert portfolio management
✓ Committed to our clients
✓ Account transparency
✓ Proven results
✓ 100% individualized portfolios
“A plan without action is not a plan. It’s a speech.”
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