Where Institutional Excellence
Meets Personal Service
Sophisticated wealth management crafted for discerning families and institutions.
Fiduciary-first. Evidence-based. Globally diversified.
Comprehensive Wealth Solutions
We deliver institutional-grade services tailored to your unique financial landscape, combining sophisticated strategies with personalized attention.
Wealth & Asset Management
Sophisticated portfolio construction and management aligned with your long-term objectives.
- Custom portfolio design
- Multi-asset allocation
- Performance monitoring
- Tax-efficient strategies
Family Office Services
Comprehensive coordination of your family's financial affairs with discretion and expertise.
- Consolidated reporting
- Estate coordination
- Next-gen education
- Lifestyle management
Tax Planning & Advisory
Strategic tax optimization to maximize after-tax returns and preserve wealth across generations.
- Tax-loss harvesting
- Entity structuring
- Charitable strategies
- Retirement optimization
Legacy & Estate Planning
Thoughtful wealth transfer strategies that honor your values and protect your legacy.
- Estate structure design
- Trust administration
- Wealth transfer planning
- Philanthropic guidance
Private Markets Access
Exclusive access to alternative investments typically reserved for institutional investors.
- Private equity funds
- Real estate platforms
- Venture opportunities
- Direct investments
Corporate Workplace Solutions
Executive financial planning and equity compensation management for corporate leaders.
- Executive compensation
- Stock option strategies
- Retirement planning
- Risk management
Built on Trust,
Driven by Excellence
9D Capital is a boutique wealth management firm that combines institutional expertise with personalized service. As a Registered Investment Adviser (RIA), we operate under a fiduciary standard, meaning your interests always come first.
We serve a select group of individuals, families, and institutions who value sophisticated investment strategies, tax efficiency, and bespoke financial solutions. Our independence allows us to provide objective advice free from conflicts of interest.
Independent Advisory
No proprietary products. No hidden fees. Just objective advice aligned with your goals.
Institutional Expertise
Decades of experience at leading financial institutions applied to your personal portfolio.
Secure Custody
Your assets held at SEI Private Trust Company, a leading institutional custodian.
Data-Driven Decisions
Our investment philosophy is grounded in empirical research, quantitative analysis, and time-tested principles that have guided institutional investors for decades.
Strategic Diversification
Asset allocation determines 90% of portfolio variance. We build globally diversified portfolios across asset classes, geographies, and strategies.
Tax Alpha Generation
Tax-optimized strategies can add 1-2% annually to after-tax returns through loss harvesting, asset location, and withdrawal sequencing.
Patient Capital
Long-term investors benefit from compounding and can withstand short-term volatility. Our 20+ year horizon drives all investment decisions.
Downside Protection
Risk-adjusted returns matter more than raw returns. We target 3:1 reward-to-risk ratios through systematic hedging and defensive positioning.