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. A stable team, institutional-grade compliance, full transparency.
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. Personalized advisory from USD 500,000.
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.
We operate from Buenos Aires to provide coordinated access to the local market. In-person meetings by appointment, or via Zoom, wherever is convenient for you.
Operating headquarters in Puerto Madero. In-person meetings by appointment, coordination with local brokers and custodians, and direct access to the Argentine capital market and to international markets.
If this way of working resonates with you, let’s sit down and talk. A no-obligation assessment — and if we can help you, we’ll tell you clearly.
