Our Process

For every portfolio there should be a vision and a professional investment advisor to drive that vision. Capital Ideas, Inc. (CI) was founded in 1984 and attributes its success to the notion that no two clients, and no two financial solutions, are ever the same. We are proud of our tradition as a professional investment advisory firm and we will remain committed to diligently managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans.

More specifically, we manage equity, fixed income and balanced portfolios that are clearly and deliberately structured using well defined investment objectives and guidelines. The culture of our firm is to establish a solid understanding of our clients’ goals and expectations through private consultation. From there we build confidence and let our success speak for itself.