What We Do
Seperately Managed Accounts
Ideal Capital Investments is a value investor. We select and manage equities for our clients under seperately managed accounts held in custodity with a third party custodian.
In addition we have substantial experience in real estate investments.
Details about our fee structures, investment approach, and other important disclosures pertaining to seperately managed accounts for equity securities can be found on our regulatory brochure. Click here to view that document.
We evaluate real estate opportunities with the same mindset as we do a stock investment- we're buying a business. Real property can provide attractive investment attributes to a portfolio, one being diversification. We occasionally make private real estate investestment opportunities known to our clients.