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.
Miguel Boggiano Founder
Wealth planning for professionals who already earn well and want to beat inflation by a wide margin. A portfolio with logic you can explain, access to opportunities a traditional bank won’t show you, and an advisor who talks to you as a peer — not as a salesperson.
The four reasons senior executives choose CDI Capital over a traditional private bank or an independent advisor without an institutional framework.
A measured, reportable track record. CDI Moderado: 10.28% CAGR, 153.5% cumulative return, -5.08% max drawdown and a 1.58 Sharpe ratio — metrics you can compare against institutional benchmarks.
Accounts in your name at top-tier Argentine brokers (ALyCs). We are not custodians. We have no proprietary products. You control access and information at all times.
A consolidated monthly report, performance attribution, benchmarking, and risk and positioning metrics. The same standard we use with family offices and institutional clients.
The structural difference a C-level executive grasps instantly: who advises you, who holds your money and who makes the product. In traditional private banking, they’re the same entity. Here, they’re three independent players.
A structural conflict. The same player advises you, holds your money and makes what it sells you.
Zero conflicts of interest. Each player is paid only for what it does. Your alpha is measurable.
Well-known custodians, accounts in your name and direct visibility into your positions.
Global markets · account in your nameYour dedicated advisor. Sets the investment framework, analyzes and monitors the custody structure, consolidates reporting and coordinates tax and estate planning. Never holds custody.
1% AUM / yearAn example reference portfolio for an institutional client with a moderate-to-aggressive profile. Each allocation is defined based on objectives, time horizon and risk tolerance.
The same process we use with family offices and institutional clients — applied to your personal wealth. An auditable document, tangible deliverables, comparable metrics.
Mandate · Plan · MetricsA consolidated map of your assets, legal structures, exposures and concentrated risks (stock options, equity compensation, real estate, FX). A quantified baseline to plan from. A review of your current setup — banks, brokers, assets, compliance.
We put in writing your objectives, time horizon, risk tolerance, constraints, auditable benchmarks and strategic asset allocation. That framework sets the rules for your portfolio for the next 10–20 years — it doesn’t depend on an advisor’s gut feeling or on this month’s headlines.
Account opening and execution at top-tier brokers regulated by the CNV. Open architecture, accounts always in your name, never passing through CDI. 24/7 access to the broker with full detail.
A monthly report with performance attribution (market / asset allocation / security selection), Sharpe, drawdown, tracking error and Information Ratio. Coordination with tax firms on cross-border efficiency, stock option vesting and estate planning.
Attribution · dynamic rebalancing · macro research · direct WhatsApp line.
A side-by-side comparison of CDI’s model and a typical Argentine private-banking setup.
| Dimension | CDI Capital | Traditional private banking |
|---|---|---|
| Revenue model | Transparent 1% annual fee on AUM | Retrocessions + spreads + product fees |
| Architecture | Open — top-tier brokers | Closed — the bank’s own products |
| Custody | Account in the client’s name (SIPC in the US) | Often holds its own vehicles in custody |
| Conflicts of interest | No proprietary products or retrocessions | Sales pressure on the advisor |
| Reporting | Consolidated monthly + attribution | Basic account statement, little analysis |
| Access to your advisor | Dedicated advisor · direct WhatsApp line | Frequent turnover of account officers |
| Measured performance | CDI Moderado: 10.28% CAGR / Sharpe 1.58 | Rarely reported against a benchmark |
| Relationship horizon | 10, 15, 20 years with the same team | Quarterly cross-selling KPIs |
I worked in the markets for 25 years before founding CDI. I saw both sides: the advisor who collects retrocessions from banks for placing the product of the month, and the institutional family office that works with written rules, open architecture and performance attribution. The second always worked better — but it was reserved for enormous fortunes.
CDI Capital brings that standard to Argentina’s C-suite. We do it with a transparent fee, accounts in your name at top-tier and local brokers, and reporting you can compare against any benchmark. If you’d rather be sold a product and told to “trust us,” there are 30 banks that do that better than we do. If you’d rather know exactly what happens to every peso and every dollar, sit down with us for an hour.
Questions that come up in almost every first meeting with a senior executive. The answers are direct because that’s how we work.
I had positions at 3 different brokers, a folder of funds nobody could explain to me and a performance deck that read like a bad translation. With CDI, the monthly report takes 3 minutes: what I paid, what I earned, what’s ahead. My portfolio is cleaner, the alpha is measurable and I’ve stopped checking my phone at 7 AM.
A small group to review how your wealth is really structured and how to protect it. Limited seats and direct access to the team.
A private meeting to analyze how you should be structured today, from a corporate and wealth standpoint, to improve your returns without taking on more risk. Avoid paying inheritance tax!
A 60-minute meeting with a senior advisor. We review your current situation, identify gaps and give you a written diagnosis. No cost and no commitment.
Leave your details and we’ll send you a step-by-step overview of what working with us looks like.
