Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
Capital Ideas, Inc. is a Texas-based RIA established in 1984. CJ Brott and Karen Burns are the two founding principals and have access to many industry contacts from which to draw on when making investment decisions.
The approach to stock selection is primarily "bottom up" in nature. The method is to thoroughly investigate the dynamics of the prospects and then identify a specific reason for investing. Attempt to control investment risk by investing only in personally researched companies.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Portfolio manager know thyself when picking stocks
16 May 2012
There are two battles all investment managers fight: understanding the process and understanding themselves.
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