Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital Management met with Julie Cooling, CEO, RIA Channel about their asset management, research and wealth businesses.
Vivaldi started with a focus on research primarily in the alternative space but eventually expanded their research services into all asset classes. Unlike many firms that began in the traditional asset space, While they wanted niche exposure to alternatives, they also wanted exposure to equities, fixed income, and help with their estate planning and tax strategy. Vivaldi’s alternative investment research led them into more comprehensive wealth management services based on the holistic needs of their clients.
look for assets and alternatives to find alpha.
Specialty manager in the alternative space.
Wealth Management- “you did well, can you add to market exposure, but as an advisor it’s my job to say the markets are rich I don’t know when things will turn.