Everyone’s greatest apprehension in hiring wealth advisors is being subject to an advisor’s agenda to sell a particular product or earn a commission on a particular transaction.
Believing that wealthy families have a right to trust their advisors and to know that they are being empowered, LDJ Capital provides advice that is not colored by any agenda other than their clients’ needs and best interests. They believe that to be a wealth advisor is not solely a profession but a mission and a calling, and that the role of a financial advisor is to advise, not to sell. LDJ Capital’s ultimate goal is the preservation and optimization of wealth for present and future generations in response to the greatest needs and solid opportunities in the business communities where they operate locally and globally.
Collectively, LDJ Capital’s executive management team has more than 20 years of experience serving families. From those decades of experience, they have observed that for clients to receive a truly independent and unconflicted advisory experience, the wealth advisory firm must be independent of and not affiliated with any financial services firm.
LDJ Capital makes sure that their clients are always engaged in the decision-making process and constantly learning from an elite network of like-minded families and professionals with whom to collaborate and share experiences. They want their clients to be engaged in managing their wealth in the way that benefits them the most.
Present in key cities and major frontiers of the world such as the USA, Asia, Europe, Middle East, and soon Australia and Africa, LDJ Capital focus their expertise in the following top industries: Technology, Media, Energy, Real Estate, Hotel and Hospitality Management. Their portfolio values both balance and flexibility and includes a global mix of large, mid and small-cap equities, hedge funds, venture capital and alternative investments. They develop long-term business investment solutions based on a personalized plan and aligned with their client’s core values and strengths.
LDJ Capital’s services include but not limited to:
- Asset Management
- Equity Financing and Placement
- Debt Financing and Placement
- Mergers and Acquisitions
- Corporate Partnering and Strategic Alliances
- Restructuring and Workouts
- Startups and Management
- Alternative Finance Strategies