Our Firm
Capital Ideas, Inc. (CI) is a professional investment advisory firm committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans.

Founded in 1995, CI manages equity, fixed income, and balanced portfolios using clearly defined investment objectives and guidelines established in private consultation with each of our clients.

Company Profile
At a time when so many entities compete to serve as investment advisors, CI is dedicated to several seemingly quaint beliefs:

• We believe that investment management is a service, provided by professionals, not a product to be sold.
• We believe that investment portfolios for all investors should be separately designed and managed according to the objectives and biases of each individual client
• We believe that investment managers must always be personally accessible and accountable to their clients.