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Craig V

Series 63, Series 65

Boise, ID

Craig Verdi Investments, LLC

Craig Verdi is a financial advisor with Craig Verdi Investments, LLC in Boise, ID, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Trail Creek Advisors, Verdi Wealth Management, and Commonwealth Financial Network. Outside of advising, he is an author and operates a sole proprietorship, Verdi Promotions, focused on marketing for artists and arranging speaking engagements related to his book. Craig Verdi Investments provides discretionary investment management primarily to individuals and high-net-worth clients, focusing on portfolio construction, asset allocation, and ongoing monitoring. The firm employs a combination of computer models, economic research, and multiple indicators to guide risk management, managing a selective client base with personalized oversight.

Active portfolio management
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Edward B

Series 63, Series 65

Boise, ID

Craig Verdi Investments, LLC

Edward Bondy is a financial advisor with Craig Verdi Investments, LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include work at PlanMember Securities Corporation for three years and self-employment under his own name for two years. He also maintains a minimal insurance sales agent role with Aviara Wealth Advisors. Craig Verdi Investments provides discretionary investment management primarily to individuals and high-net-worth clients, focusing on portfolio construction, asset allocation, and monitoring using computer models and economic research. The firm serves a small number of clients with personalized management and offers diversified portfolios including domestic and international stocks and bonds, mutual funds, ETFs, and alternative investments.

Active portfolio management
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