We focus on growing and protecting the assets of individual investors, each with varying risk tolerances, while offering maximum transparency and daily liquidity.
We partner with financial advisors and firms to provide investment solutions to generate the most suitable risk/return results for their clients.
We have a long track record of helping institutions achieve their investment goals through proven, top-tier public equity strategies.
KDI’s Financial Roadmap is a straightforward investment plan designed for high net worth clients to accumulate greater wealth through lower fees, lower taxes, and better investment results.
We have a long-term track record of investing in publicly traded equities for individuals, corporations, foundations, and retirement plans. We are based in Raleigh, North Carolina.
KDI is committed to reducing the risk associated with equity investing.
KDI manages multiple equity-based strategies to suit its clients’ varying risk tolerances.
KDI Capital Partners was recently featured in the December 2015 issue of Business North Carolina Magazine.
For disclosures please click here.
© 2015 KDI Capital Partners.