CDI Advisors LLC
CDI Advisors LLC is an investment consulting firm specializing in the area of asset
allocation. We subscribe to the notion that asset allocation is the primary determinant
of a portfolio’s investment performance. The asset allocation and asset-
We employ all conventional portfolio selection methodologies, including stochastic
simulation analysis and conventional optimization techniques. Our biggest advantage
is the utilization of Commitment Driven Investing (CDI) – a comprehensive cost-
Defined benefit plans, defined contribution plans, foundations, endowments, insurance
CDI Advisors LLC is an independent employee owned firm. Our advice is completely unbiased and we are not affiliated with any asset management, investment banking, or brokerage firms.
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