Wealth advisory for individuals and families.
At CDI Capital, we specialize in building your smart portfolio: designed to maximize gains in boom cycles and to trigger automatic hedges when any financial storm hits.
Our service, in our own words.
In a minute and a half, we walk you through how we work with each client and what you can expect from our advice.
What is CDI Capital
We specialize in wealth advisory for individuals, families, and businesses.
Protecting, growing, and organizing your wealth.
Three goals we pursue at once: safeguarding what you’ve built, helping it grow, and putting it in order.
Open architecture, no conflicts of interest.
We’re not a bank and we don’t sell proprietary products: we choose the custodian and the instruments that best fit each structure.
Access to multiple markets and in-house strategies.
Equities, bonds, ETFs, and alternatives across the major markets, plus systematic strategies developed by our team, such as TrendStrategy.
Personalized, long-term guidance.
A direct relationship with our senior team, built to last: the same team and the same advisor, for years.
Tax and estate planning built into the design, not added on.
Structure and succession are planned alongside the portfolio, from day one.
We work with simple, transparent structures fully aligned with our clients’ interests. The account is always in the client’s name.
Our investment philosophy
A smart portfolio is truly diversified. It maximizes gains in boom cycles and protects you when any financial storm hits.
Personalized portfolio
We build your portfolio around your profile and goals, spread across equities, bonds, metals, and alternative assets.
In a bull market, you make money
When the market rises, we increase exposure to the assets leading the rally so your portfolio captures it.
In a bear market, we protect your investment
When the market falls, we rotate into defensive assets, such as bonds and metals, to safeguard your capital.
Illustrative simulation: it does not represent actual results or an investment recommendation.
We design truly diversified portfolios tailored to your risk-return profile.
- No hidden fees
- Low risk
- No conflicts of interest
From market noise to a smart portfolio.
your profile determines what goes into the portfolio and what stays out.
- Rising marketIt performs and rides the rallies.
- CrisisIt protects you in a downturn.
We define what kind of investor you are.
Before we look at a single instrument, we get to know what you want to achieve with your wealth, over what time frame, how much liquidity you need, and how much volatility you’re willing to tolerate.
- Goals
- Time horizon
- Liquidity
- Risk tolerance
Which strategies fit your needs?
Across traditional, alternative, and in-house systematic strategies, we choose only those that play a clear role in your portfolio.
- Traditional
- Alternative
- In-house systematic
We define which risks we’re willing to take.
Risk matters as much as return: volatility and capital preservation weigh on every decision, always in line with your profile and goals.
- Your risk profile
- Volatility
- Capital preservation
A smart portfolio.
At the end of the process, we arrive at a portfolio that performs when the market rises but also protects you if a crisis hits.
- Captures the upside
- Protected in a crisis
- Adapts to the cycle
Where your assets are held
We’re not a bank and we don’t sell proprietary products. You choose your broker; we support you with advice.
We advise; ownership of and access to the funds always remain yours.
Your money never passes through CDIWealth
Management
Our most comprehensive service: end-to-end wealth design, direct access to our senior team, and ongoing guidance throughout the entire relationship.
Includes- PortfolioTailored design
- Global accessEquities, bonds, ETFs, and alternatives
- ManagementRebalancing, macro monitoring, and adjustments
- Tax and estateTax optimization and estate planning
- TeamDirect access to the senior team
- TransparencyThe account always in your name
Open architecture, no conflicts of interest · traditional, alternative, and in-house systematic strategies.
Exposure only through products authorized by the regulatory authority.
Key differentiators
25+ years of experience in wealth advisory.
Full independence
No conflicts of interest and no proprietary products to push.
Active, dynamic management
No dogmatic buy & hold: the portfolio adapts to the cycle.
Tailored solutions
We don’t use standard bank models.
Tax and estate at the core
Designed alongside the portfolio, not afterward.
25+ years of experience
In wealth advisory.
Direct communication
Access to the senior team, no middlemen.
Capital preservation
A structural priority, not a secondary goal.
Transparency
Accounts in the client’s name and clearly stated terms.
Leave your details and we’ll be in touch.
A senior advisor from our team will reach out to review your financial situation — preservation, legacy, or growth. We reply within one business day.
- A free 30-minute first meeting.
- An honest assessment: if we’re not the right fit, we’ll tell you.
- You talk to a senior advisor, not a call center.
Leave us your details.
Your details go straight to our team. We reply within one business day.