Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized wealth management solutions and personalized service. By understanding our client’s objectives, we are able to provide proper guidance while keeping them well informed along the way.
At Vivaldi Capital Management, our mission is to:
Wealth Management | Our belief is that all aspects of a client’s financial situation need to be carefully considered and analyzed in order to achieve maximum results. Vivaldi’s role is to serve as the client’s Chief Financial Officer and we begin the relationship by designing a financial plan specific to each client’s circumstance.
Investment Solutions | Each client’s circumstance is different, so we feel it is crucial for long term success to create personalized portfolios. We review time horizons, investment goals, risk tolerances, and special situations to determine the optimal asset allocation. Our flexible investment platform provides our clients access to the most experienced and talented portfolio managers. Our investment solutions are suited for a wide range of investors and our consultative approach will help determine which solution is most appropriate. Client’s choose Vivaldi for our industry leading expertise in the alternative investment space. Please see the link at the top of the page for additional information.
Client Experience | The initial investment recommendation and implementation is only the beginning of our work together. As we invest on our client’s behalf, the markets change and personal situations evolve. We stay on top of the change by talking and meeting with clients on an on-going basis. We believe that one of the greatest values an advisor can provide a client is the ability to help them stay disciplined and true to their plan in both good and bad times (markets).
The process of sourcing and selecting managers goes beyond simply looking at return and risk statistics.
When performing due diligence the best checklist is no substitute for experience and judgement. Vivaldi’s due diligence process is methodical and rigorous. When we examine a manager, we not only review the manager and their performance history, but also their infrastructure, back office support, and service providers. Finding managers with a unique investment edge is equally as important as verifying that they have the controls in place designed to protect our client’s assets.
Once a manager is fully approved on our platform, they are continually evaluated and monitored. Our stamp of approval is our reputation and the life blood of our business. We go to great lengths to ensure our platform represents best in class managers in their respective hedge fund category.
Vivaldi’s platform is designed to allow each client to construct an allocation that is unique to their own circumstance. Whether looking to round out an existing “alternatives” allocation or searching for a complete solution, Vivaldi’s team will work to accommodate your needs.
Many investors, already familiar with alternative investments, choose Vivaldi to provide that unique alternative/strategy to complement their existing portfolio of Alternatives. Our longstanding involvement in the industry continues to yield unique opportunities not available elsewhere.
Our selection of individual fixed-income securities begins with “bottoms-up” screens and the use of third party rating agencies to identify companies that can provide our clients with both a steady and diversified income stream.
Vivaldi Capital Management’s approach to risk management is focused acutely on downside protection.
Over the long run, regardless of your allocation to Fixed Income and/or Alternatives, we believe minimizing overall portfolio draw-downs leads to greater portfolio values. We can show you how and why our portfolios have substantially less volatility than the overall market.
|Types of Risk||Risk Management Process|
|Interest Rate Risk & Re-investment Rate Risk||