Independent
Financial Advisors
Tailored portfolio management solutions for our clients.
Investment Strategies
Explore our specialized investment approaches designed to meet diverse financial goals and risk profiles.
Customized Client Accounts
Equities, Fixed Income, and Balanced Portfolios
Personalized account management that suits your investment goals and risk tolerance.
Infrastructure PLUS Equity Strategy
Blending Infrastructure with Technology
Blending traditional infrastructure with technology investments that reflect our current economic landscape.
Income Solutions
Custom Yield-Focused Solutions
Managed accounts with a mix of select bonds and dividend-paying equities.
Institutional Services
Family Office & Foundation Management
Sophisticated investment management and advisory services for family offices, foundations, and institutional clients requiring specialized attention.
Clients Trust Capital Ideas for Financial Guidance, Personalized Portfolio Management, and Deep Investment Expertise
Our Approach
Personalized Portfolios
Your investment strategy is built specifically for you—not a one-size-fits-all approach. Every decision is tailored to your unique goals, timeline, and comfort level.
Learn MoreOur Investment Philosophy
We focus on preserving what you've worked hard to build. Our strategies are designed to expect the unexpected and protect your wealth through all market conditions.
Learn More40+ Years of Experience
Since 1984, we've been successfully managing client portfolios through every market cycle. Our long track record speaks to our commitment and expertise.
Learn More
Your financial success is our mission
Capital Ideas delivers personalized investment strategies for clients who value commitment and professional excellence.
LEARN MORETools, resources, and thought leadership
Investment Calculator
See how your investments could grow over time with our interactive compound interest calculator.
Try Calculator →Weekly Market Insights
Get expert market commentary and investment insights delivered to your inbox every week.
Free weekly insights • No spam • Unsubscribe anytime
Forbes Finance Council
Our Chairman Andrew Kerai is a member of the prestigious Forbes Finance Council, sharing insights with industry leaders.
View Forbes Profile →Connect
Follow us for weekly market updates and professional insights from our team.
Follow on LinkedIn →