Join the Club and understand what is happening in the markets, with sound judgment. Make your investment decisions with better information.
Live sessions with Miguel and the team to go from watching the market to making decisions with a method. Limited seats, in person or online.
Markets on our live streams: current affairs, macro, bonds and stocks, interviews and investment strategy. New shows every week on our YouTube channel, the economy explained plainly.
More than a decade working with Argentine investors: our story, our milestones and the team that will work with you.
Founder and public face of the firm. Economist, educator and a leading public voice on markets and investing.
That in the world of wealth advisory, an honest advisor is paid by the client — not by the product. Carta Financiera and CDI Capital were born from that conviction: two firms, one principle and the same team, for years. No turnover, no asymmetry, no pushed products.
The milestones along the way, from our first office to today’s operation across two jurisdictions.
Miguel Boggiano founds Carta Financiera S.A., an investment advisory firm registered with the CNV, Argentina’s securities regulator. The first firm in the local industry with an explicit model of being paid by the client, not by the product. Institutional research, compliance and risk management from day one.
The core professional team that still runs the firm comes on board: portfolio managers, senior wealth advisors and the macro research area. First pooled funds and institutional segregated accounts.
Club de Inversores is created as a community for individual investors — democratized research, live workshops, a private channel and a model portfolio. The “accessible” version of the same rigor already applied to HNW clients.
Miguel Boggiano becomes a leading media voice. The digital community passes one million followers. Hundreds of individual investors join through the Club. Our research and views appear more and more in national business media.
CDI Capital is set up as the institutional arm for HNW clients, family offices, small and mid-sized companies and institutions. Integration with top-tier Argentine brokers (ALyCs) and global custodians.
A team of 10+ professionals, headquartered in Buenos Aires, with offerings tailored to each type of wealth (HNW, small and mid-sized companies, family offices, corporate executives, heirs). Weekly published research. Live workshops twice a week.
Four working convictions that explain why the firm works the way it does — and why that sets it apart.
We are paid by the client. No retrocessions, no hidden commissions, no incentives to push one asset over another. The only interest we align with is the client’s. If something isn’t right for you, we say so.
There is no advisor turnover. The person working with you today will be working with you in 5 years. Managing wealth is a long-term relationship — and so is your advisor’s commitment.
The same discipline international buy-side firms apply: macro, credit, equities, compliance, risk management. No “light” versions depending on the size of the client.
What we know, we tell you. What we buy for other clients, we show you. There are no two versions of the analysis — the one we use internally is the same one we share with you.
Our four founding partners lead strategy, operations, advisory and portfolio design. They make the decisions — and stand behind them.
Economist specializing in financial markets, with more than 25 years of experience. Founder of CDI Capital and Carta Financiera. A leading media voice on economics and markets in Argentina, with regular appearances on TV, radio and in print. Columnist and educator.
Chief Executive Officer and co-founder of CDI Capital. He leads the firm’s strategy and overall operations. Background in corporate finance and in structuring investment products for high-net-worth clients.
Managing Partner at CDI Capital. As Head of CDI Capital, he leads the Comprehensive Wealth Advisory unit. Expertise in wealth planning, portfolio structuring for families and tax optimization.
Head of Wealth Management. Designs portfolios for institutions and high-net-worth clients. Strong background in local markets, fixed income and equities.
The advisors who work with you day to day. They don’t rotate: the relationship is direct, stable and lasts for years.
He leads the advisory team, with extensive experience in financial advisory and wealth structuring. He is also in charge of the CDI PRO project.
Wealth advisory for families and companies, from portfolio design and wealth planning to day-to-day follow-up. His job is to understand what you are looking for and offer you the best solution.
Wealth advisory for families and companies, from portfolio design and wealth planning to day-to-day follow-up. His job is to understand what you are looking for and offer you the best solution.
He is your gateway to the world of CDI Club de Inversores. Martín helps you figure out whether your profile is a fit for CDI PRO or CDI Capital, and knows every one of the company’s products in depth: from the membership and workshops to putting you in touch with a Financial Advisor.
Research, compliance, operations and customer service. The quiet backbone of the business.
First operational point of contact. Onboarding, documentation and support for CDI clients.
Customer care and experience, after-sales, credit and collections, administration and human resources.
Our macro, credit and equities research team. Its work feeds the model portfolio recommendations and our strategic reports.
We operate from Buenos Aires to provide coordinated access to the local market.
Puerto Madero · Buenos Aires
Operating headquarters in Puerto Madero.
