Geddi Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Geddi Capital works with individual clients to provide ongoing investment management and retirement-focused financial planning, including written analyses of retirement assets and periodic consultations. The firm manages individually tailored portfolios and can exercise discretion over held-away employer-sponsored retirement accounts (401(k), 403(b), 529) via a third‑party order‑management platform while avoiding direct custody.
The investment approach is actively tactical, adjusting allocations among currencies, fixed income, equities and commodities based on the rate of change in global and U.S. inflation and GDP. The firm combines third‑party predictive tracking algorithms for GDP and CPI with quantitative market signals and fundamental analysis, and it adjusts position sizing for volatility, client objectives and tax considerations.
Noteworthy features include the explicit use of third‑party predictive GDP/CPI algorithms to drive tactical allocation and a documented process for managing held‑away retirement plans without taking custody—arrangements that are less common among peers. The firm operates with limited staff and modest assets under management, offers a low‑cost ongoing planning subscription that may be waived for advisory clients, requires use of its recommended custodian for discretionary accounts, and discloses a business‑continuity plan that relies on the firm’s principal without a formal succession plan.
Client services
Expertise
Fee options
1.00% annually
$3 to $50 per month, negotiable, may be waived for clients with assets under management paying advisory fees
Main office
Ann Arbor MI
Advisors at this office
1
Most active in
Michigan · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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