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Featured Post

Ilya Zlotnik Named to Forbes Best-In-State Wealth Advisors for Second Consecutive Year

May 5, 2025

For the second year in a row, Ilya Zlotnik, Partner and Wealth Advisor at Vivaldi Capital Management, has…

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Vivaldi Capital Management Joins Pensionmark Advisor Support Program Adding $3B in supported assets

August 11, 2021

Pensionmark is pleased to announce Vivaldi Capital Management (“VCM”) as the newest team to join the Pensionmark advisor…

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12 Estate Planning Must-Dos

July 26, 2021

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to…

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Is Estate Planning Still Necessary?

July 12, 2021

The estate tax is generally paid by the most affluent Americans, however, it can also hit families with…

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Creating an Income Plan While in Retirement

June 28, 2021

You‘ve saved for years. Now that you are retired, did you create an income plan from your savings?…

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Three Basic Retirement Questions to Ask Yourself

June 14, 2021

We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too…

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Is It Time to Look at Municipal Bonds?

May 24, 2021

Taxpayers in the upper income brackets are discovering that finding alternatives for tax relief may be a little…

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A Quick Look at Bond Yield

May 10, 2021

What is bond yield? This may be the most commonly asked, and often the only asked, question posed…

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Investor Letter First Quarter 2021

April 30, 2021

Market Perspective As we eclipse the one-year anniversary of the “work from home” mandate, it is important to…

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Understanding Bond Markets: What they mean for typical investors

April 26, 2021

Investing in bonds is different from investing in stocks. Stocks represent ownership in a company. This ownership is…

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Vivaldi Capital Management LP

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Vivaldi Capital Management, LP (“Vivaldi”) is an SEC registered investment advisor with its principal place of business in the State of Illinois. Vivaldi and its representatives are in compliance with the current notice ling and registration requirements imposed upon registered investment advisors by those states in which Vivaldi maintains clients. Vivaldi may only transact business in those states in which it is notice led, or qualifies for an exemption or exclusion from notice ling requirements. This web site is limited to the dissemination of general information pertaining to its investment advisory/management services. Investing in the stock market involves gains and losses and may not be suitable for all investors. Any subsequent, direct communication by Vivaldi with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Vivaldi, please contact Vivaldi or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov). This site may provide links to other web sites. Third parties, over whom Vivaldi exercises no control, maintain these web sites. Vivaldi expressly disclaims any responsibility for the content, accuracy of information, and availability of and/or quality of products, services or software provided by or advertised on any third-party web sites. If you leave this site through a hyperlink, or any other means, you do so at your own risk. Vivaldi is not responsible or liable for any content or other materials on or available through such sites or any losses related thereto. For additional information about Vivaldi, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money.

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