Firm Overview
Founded by James A. Pupillo, LDI Advisers is a fiduciary-focused investment advisory firm. Our Members include fiduciary investment Advisers with varied skilled core competencies that collaboratively work together on each clients case. This is based on our belief that these multiple core competencies and minds are more effective toward enhancing the Client experience.
We strive to create customized investment management consulting strategies that emphasize objectivity and transparency. Our aim is to effectively address each client's unique financial circumstances while delivering fiduciary investment advise with an institutional & concierge client experience.
Who We Are
At LDI Advisers we are a diverse team with specialized skills, training, credentials, and experience. Each member has clearly defined roles and core competencies, and we collaborate effectively to address each client’s needs. By combining our resources and expertise, we leverage our collective strengths to achieve the best possible outcomes for our clients.
“LDI Advisers’ intelligible, innovative investing approach is designed to deliver a superior level of fiduciary accountability and a significantly enhanced client experience.”
— James A. Pupillo, Chairman & Founder
What We Do
“Balancing the Balance Sheet Approach”
Our disciplined “Balancing the Balance Sheet” approach creates asset/liability strategies that align clients’ growth and cash flow needs while managing downside risk. This process aims to optimize resources to manage assets, liabilities, and related matters effectively, allowing clients to focus on their goals and aspirations.
Liability Derived Intelligence™ (LDI)
The Client’s identified LDIndex™ is core to our methodology, connecting an investor’s assets to their financial growth and cash flow needs. Grounded in Nobel-Prize theories and a Conditioned Value at Risk (CVaR) framework, it is designed to help enhance returns while reducing downside risk.
LDIntelligence
As a registered investment adviser, LDI Advisers is fully aligned with client interests. We aim to provide conflict-free financial advice using open architecture platforms, accessing best-in-class resources, products, and services from leading financial institutions.
How We Serve
Open Architecture & Partnership
Our open architecture model delivers unbiased advice, free from proprietary conflicts. Equity-holder Advisers align with client goals, upholding fiduciary responsibilities and providing dedicated support to achieve financial objectives.
Integrity & Efficiency
Our “Code of Ethicacy™ reflects our dedication to transparency, blending ethics (moral, fair, just) with efficacy (effective, efficient, valuable). We prioritize integrity, leadership, and stewardship, guided by the principles of Leadership, Stewardship, and Governance as outlined by Leadermetrics.
Our Client Commitment
LDI Advisers upholds the highest standards of transparency and full disclosure, guided by our Code of Ethicacy™. This foundation drives our commitment to building quality-focused client relationships and consistently adding value.
Who We Serve - Client Types
Our clients include private individuals, corporate entities, institutional investors, and philanthropic organizations, such as retirement plans for professional groups and American Indian Nations/Corporations.
