Our Firm
Capital Ideas, Inc. (CI) is an investment advisory firm committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans.
Founded in 1984, CI manages equity, fixed income, and balanced portfolios using clearly defined investment objectives and guidelines established in private consultation with each of our clients. In order to provide our clients with a manager that best fits their needs we provide access to both internal and external management teams.
We Believe:
Investment management is a service, provided by professionals, not a product to be sold.
Investment portfolios for all investors should be separately designed and managed according to the objectives and biases of each individual client.
Investment managers must always be personally accessible and accountable to their clients.
Get in touch
We at Capital Ideas know that finding the right financial advisor is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.