A complete list of active advisors currently associated with Craig Verdi Investments, LLC

Warmer can help you find a great advisor at Craig Verdi Investments, LLC or one who fits your needs even better.

Craig Verdi Investments provides discretionary investment management primarily to individuals and high‑net‑worth clients, managing approximately $18 million for a small roster of accounts. Services focus on portfolio construction, asset allocation, monitoring and regular reviews, with reporting delivered through clients’ custodians. The firm combines computer models, economic and data research and multiple indicators to guide risk management and asset allocation, and it constructs flexible portfolios that may include domestic and international stocks and bonds, mutual funds and ETFs as well as leveraged funds, master limited partnerships, REITs, closed‑end funds and private securities. Craig Verdi Investments typically operates with written discretionary authority and maintains a limited power of attorney to execute trades and facilitate fee collection on managed accounts. Distinctive for its size, the firm is operated under a single principal (the sole executive officer) and serves about 14 clients, resulting in a high level of direct oversight and personalized management. The principal reports limited outside activities (under 10% of time on writing and under 5% on a charitable nonprofit), the firm does not accept third‑party referral compensation or performance‑based fees, and it does not take custody of client assets.

To learn more about the advisors currently working at Craig Verdi Investments, 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.