Idea Capital

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Customized, Cost-Effective  Approach TO Portfolio MANAGEMENT

We provide financial analysis and portfolio management services to registered investment advisers, broker-dealers, family offices and other institutional investors. Institutional investors are facing increased complexity and constrained resources in their investment programs.  

​We have no proprietary funds and are not associated with any asset managers which avoids conflicts of interest and allows us to use best-in-class asset managers.
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Each institution is unique in terms of clients they serve; our strategy and investments accountability is specifically crafted to fit your organization's needs.
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  • Investment policy statement creation and tracking
  • Asset allocation design
  • Program monitoring and evaluation
  • Portfolio rebalancing
  • Risk management
  • Individual investment analysis
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