Who We Serve - Client Types
LDI Advisers serves Private Client Investors and their Corporate and Philanthropic affiliations, Native American Indian Sovereign Nations, Eleemosynary (endowments, foundations, charitable) organizations, as well as Corporate, and other institutions with a target, return-oriented asset/liability management approach. Explore our various client types below.
Private Clients
LDI Advisers provides personalized wealth management for high-net-worth individuals and families. Through our WealthView™ client portal platform, clients gain a consolidated view of their financial circumstances, including balance sheets, portfolios, financial statements, and cash flow. Our tailored services focus on preserving and growing financial, family, and social capital to support long-term goals and aspirations.
Comprehensive Planning Services:
- Investment Management Consulting
- Financial Planning
- Cash Flow Analysis
- Retirement Planning
- Asset Protection
- Risk Management Planning
- Business/Wealth Succession
- Generation Planning
- Legacy Planning/Preparing Heirs
- Estate Planning
- Private Banking/Tailored Lending
- Lending
Qualified & Non-Qualified Retirement Plans
LDI Advisers supports qualified and non-qualified retirement plans with comprehensive resources through a fully open architecture platform. Services include fiduciary compliance, investment due diligence, fee benchmarking, and participant engagement tools such as iJoin MAP, which personalizes retirement readiness. We help plan sponsors and participants achieve better outcomes while managing fiduciary responsibilities effectively.
Services Include:
- ERISA 3(21) and 3(38) Investment
- Fiduciary Advisory Services
- ERISA Compliance Assistance
- Pension Administration Committee (PAC)
- Fiduciary & Compliance Support
- Participant Education & Communication
- Plan Benchmarking
- Plan Design Consultation Resources
- Corporate Executive Services
- Employee Benefit Plan Access
Native American Sovereign Nations/Corporations
LDI Advisers partners with Native American Nations to support self-determination and financial sovereignty. Our SovereignView™ client portal offers real-time access to assets, liabilities, and strategic planning resources. We also provide fiduciary training and financial literacy programs tailored to tribal values and goals, empowering leadership and members to achieve lasting success for future generations.
Comprehensive Tribal Services:
- Investment Management Consulting
- Treasury Management
- Commercial Credit & Lending
- Minor & Elder Trust Funds
- Tribal Leader Fiduciary Ethos Training
- Tribal Member Financial Education
Eleemosynary Organizations
LDI Advisers assists nonprofits and philanthropic organizations in achieving their missions through fiduciary compliance, sustainable spending policies, and risk management. Tools like MissionView™ client portal provides real-time insights into assets and liabilities, while our investment consulting services help organizations develop strategic, socially responsible portfolios that align with their goals.
Comprehensive Eleemosynary Services:
- Investment Management Consulting
- Cash Flow Analysis
- Reporting Services
- Spending Policy
- Director/Trustee Fiduciary Ethos Training
- Grants & Donor Systems Consulting
Corporate & Other Institutions
Corporate organizations, insurance companies, and similar institutions face the challenge of meeting current and future liabilities. We apply financial science to address the complex equations faced by institutional investors.
Comprehensive Services:
- Investment Management Consulting
- Asset/Liability Studies
- Cash Flow Analysis
- Reporting Services
- Director/Trustee Fiduciary Ethos Training
- Grants & Donor Systems Consulting