We have a long track record of helping institutions achieve their investment goals through proven, top-tier public equity strategies.

Financial Advisors

KDI’s Financial Advisors offer a straightforward investment plan designed for high net worth clients to accumulate greater wealth through lower fees, lower taxes, and better investment results.


We focus on growing and protecting the assets of individual investors, each with varying risk tolerances, while offering maximum transparency and daily liquidity.


We have a long-term track record of investing in publicly traded equities for individuals, corporations, foundations, and retirement plans. We are based in Raleigh, North Carolina.