City Different Investments

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from the City Different Investments team.

Adding SMAs to Your Clients' Portfolios

Adding SMAs to Your Clients' Portfolios

Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more specifically, to add separately managed accounts (SMAs) to the index and mutual funds those clients currently hold).

Nov 29, 2023

Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either

Continue Reading
Helping Nonprofits Turn Profits

Helping Nonprofits Turn Profits

Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits throughout the city and state. Sometimes, those two stories collide wherein I find myself serving on a nonprofit’s endowment committee. And while I love the...

Nov 6, 2023

Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and

Continue Reading

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Adding SMAs to Your Clients' Portfolios

Adding SMAs to Your Clients' Portfolios

Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more specifically, to add separately managed accounts (SMAs) to the index and mutual funds those clients currently hold).

Nov 29, 2023 Written by: City Different Investments

Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either

Continue Reading
Helping Nonprofits Turn Profits

Helping Nonprofits Turn Profits

Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits throughout the city and state. Sometimes, those two stories collide wherein I find myself serving on a nonprofit’s endowment committee. And while I love the...

Nov 6, 2023 Written by: Connor Browne

Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and

Continue Reading

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