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

Financial Roadmap

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


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.