Who We Are
9D Capital is a premier boutique wealth management firm, based in the heart of New York City. Our global reach, strategic vision, and relentless pursuit of excellence allow us to deliver unparalleled financial services to a discerning clientele. We seamlessly blend innovative, data-driven tactics with integrity, drive, and meticulous attention to detail to create bespoke investment solutions.
Our seasoned team of professionals employs tactical strategies and rigorous analysis to craft target-specific wealth management advice. This sophisticated approach empowers our clients to navigate the complex world of finance with confidence, ensuring that their financial objectives are met with precision and finesse.
At 9D Capital, we embody the highest standards of professionalism and sophistication, fostering an environment of trust, discretion, and superior service. As an authoritative presence in the industry, we are committed to equipping our clients with the knowledge and tools required to achieve their financial aspirations.
Our Role as a Fiduciary
A fiduciary is a financial professional who places the client’s interests ahead of their own (think your doctor or lawyer). This means that when it comes down to financial advice & management, a fiduciary has the legal obligation & moral duty to place your needs ahead of their own, regardless if the advisor or the firm benefit from the advice.
In a perfect world, all advisors should operate under the fiduciary standard. But in reality, most individuals in the industry adhere solely to the “suitability” standard. This means that the advice given must be suitable, but does not have to be the best option or in the client's best interest.
Our unwavering commitment to the fiduciary standard exemplifies our promise to deliver exceptional service and expertise, placing our client’s financial well-being at the heart of every decision.
Our Trusted Custodian
SEI® (NASDAQ: SEIC), a global financial services leader, expertly connects the industry through cutting-edge technology and investment solutions. Boasting over 50 years of experience, SEI manages an impressive $1.2 trillion in assets as of December 31, 2022, and serves 10 of the top 20 U.S. banks. Their forward-thinking approach has earned recognition as a Top OCIO Provider at the Institutional Asset Management Awards (FundMap, Nov 2018). Committed to addressing investor needs, SEI continually drives transformational change in the financial landscape.
Navigating change with confidence: Your funds are expertly safeguarded & managed alongside SEI clients.
*Represents a partial list of current SEI clients