Vivaldi Investment Research serves as a resource to our Wealth Advisory team, as well as a select group of institutional clients and family offices.

Providing leading market and portfolio research that combines internal capabilities with the best available external insights.

EXPLORE MARKET & PORTFOLIO INSIGHT

A rigorous approach to finding best-in-class portfolio managers across all major asset classes.

EXPLORE MANAGER DUE DILIGENCE

A balanced approach to portfolio construction.

EXPLORE INVESTMENT STRATEGIES

Partnering with Financial Professionals to offer a wide range of differentiated investment solutions and proprietary technology/infrastructure

EXPLORE OUTSOURCED CIO