A complete list of active advisors currently associated with Geddi Capital LLC

Warmer can help you find a great advisor at Geddi Capital LLC or one who fits your needs even better.

Geddi Capital provides portfolio management and ongoing financial planning primarily for individual clients, with about $3.1 million in assets under management across roughly 53 accounts. The firm does not report serving high-net-worth individuals and offers services that include retirement asset analysis for both custodial and held-away accounts. Portfolios are actively managed using a tactical, macro-driven approach that shifts allocations among currencies, fixed income, equities and commodities based on projected GDP and inflation dynamics. The investment process combines third‑party predictive tracking algorithms for GDP and the Consumer Price Index with quantitative market signals, technical and fundamental analysis, and tax-aware position sizing. Noteworthy aspects include a service to manage held-away employer-sponsored retirement and education plan accounts via a third‑party order management platform, which the firm uses to maintain discretionary oversight without accepting custody. As a small, state-registered adviser, Geddi Capital also offers ongoing subscription-based financial planning and discloses it does not accept outside sales compensation or soft-dollar benefits.

To learn more about the advisors currently working at Geddi Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.