Your Financial Success
Is Our Mission
Since 1984, Capital Ideas has provided financial guidance through every market cycle with transparency, accessibility, and accountability as our core commitments.
Four decades of excellence
Founded in 1984, Capital Ideas has weathered multiple market cycles while maintaining our unwavering commitment to putting our clients' interests first. Our Firm's culture and processes underscore our dedication to our clients.
Through four decades of service, we've learned that successful investing requires more than market knowledge—it demands understanding each client's unique financial circumstances, goals, and concerns.
Our team's experience spans across the major market cycles of the past 40 years, from the 1987 crash through the dot-com bubble, 2008 financial crisis, and the pandemic-era volatility. This institutional memory guides our strategic approach to portfolio management and risk assessment.
Personalized strategies built on strong principles
Every client relationship begins with comprehensive understanding of your unique financial situation, goals, and concerns. Our investment team combines fundamental analysis with technical insights to create portfolios that balance growth potential with prudent risk management.
We reject cookie-cutter solutions. Instead, each portfolio is tailored to meet your specific objectives. This personalized approach has earned us the trust of our long-term clients.
As a registered investment advisor, we're legally and ethically bound to put your interests first. This commitment shapes every recommendation, portfolio decision, and conversation we have regarding your financial goals.
Our Commitments
Transparency
Clear communication about investment strategies, portfolio performance, and all fees. You'll always understand how we're managing your money and why we make specific recommendations.
Accessibility
Your investment advisor is available when you need guidance.
Accountability
As a registered investment advisor, we're held to the highest legal and ethical standards. Your financial success is our primary responsibility, and we measure our performance by how well we help you achieve your goals.
Four decades of trusted financial guidance
Our experience speaks for itself. Through multiple market cycles and economic changes, we've maintained our commitment to excellence and personalized service.
SEC - Registered Investment Advisor under the Investment Advisers Act of 1940
Seasoned investment professionals with more than 140 years of combined experience
Andrew P. Kerai, CFA
Forbes Finance Council Member and CFA Charterholder. Provides strategic oversight and leads the firm's investment team.
Clifford J. Brott
Founded Capital Ideas in 1984 and served as a lecturer at SMU from 1980-2015. More than fifty years of investment experience and institutional knowledge.
Karen Burns
25+ years with Capital Ideas, senior portfolio management responsibilities and operational excellence.
John Edwards, CFA
CFA Charterholder and lead portfolio manager overseeing the firm's Infrastructure PLUS and equity income strategies. Former Partner at ATLAS Infrastructure; previously earned a top-10 ranking by Institutional Investor magazine during his time as an equity analyst covering the energy sector at Credit Suisse.
Expert insights from our Forbes Finance Council member
Andrew Kerai, our Chairman & Managing Partner, shares investment perspectives and market analysis as a member of the prestigious Forbes Finance Council, bringing institutional-quality insights to our clients.
"At Capital Ideas, we believe your financial success should never be treated as a cookie-cutter solution. Every portfolio we manage is built specifically for your goals, your timeline, and your peace of mind."
Ready to speak with a financial advisor?
Discover how our 40+ years of experience and deep investment expertise can help you achieve your financial goals. Your complimentary consultation includes a comprehensive investment analysis.
Call us directly: (214) 750-4400