Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm serving high-net-worth clients, today announced that Asha…
Investor Letter First Quarter 2020
Market Perspective We would be remiss not to begin our usual quarterly correspondence by communicating the Vivaldi team’s…
2020 CARES Act RMD Waiver
In response to the COVID-19 pandemic and volatile economic climate, legislation was recently passed to waive 2020 Required…
Special Note: Coronavirus Impact Part Two
Business Continuity Amidst these unprecedented times, our primary focus is to deliver our clients the same wealth management…
Special Note: Coronavirus Impact
Markets Update Global equity markets had a meaningful decline last week, with U.S. equity markets seeing their steepest…
What It Means to be a Fiduciary
As fiduciaries, we ensure that the financial advice we provide you is objective and unbiased. Learn how we…
Trusts
Trusts can help you create and preserve your legacy. This video shows how they may be of benefit…
FOURTH QUARTER 2019 INVESTOR LETTER
The fourth quarter of 2019 provided the melt-up market move that both equity and credit markets seemed to…
Vivaldi buys $350m Cleveland RIA
Vivaldi Capital Management is expanding into Cleveland. The $2.8bn Chicago-based RIA has acquired the Proper Analysis Corporation, a…