Who is CDT Capital Management?
Invest Above the Clouds. Our mantra, centers on maintaining a clear and strategic competitive advantage that soars above short-term market noise. This guiding principle reflects our unwavering commitment to our partners to uniquely steward their capital with a deep sense of responsibility.
At CDT, we are a long-only hedge fund specializing in decoding insider activity. With unfettered real-time access to their business operations and management, we firmly believe that corporate insiders possess and routinely exploit an asymmetric information advantage over the rest of the market. Our proprietary technology stack is tactfully engineered to continuously tap into and learn from this rich source of information. Harnessing these powerful insider perspectives and integrating their insight into the core of our AI/ML assisted, systematic investing and risk management strategies is what we proudly refer to as the CDT Edge.
Founded in 2017, CDT Capital Management operates out of New York City.
FREQUENTLY ASKED QUESTIONS:
CALL US AT 239-333-1032 OR SEND US YOUR QUESTION BELOW.
If I like the investment and I want to use IRA money, what do I do first?
If you want to invest, you open your account and move funds from your current custodian to us. We make this process as smooth and easy as we can. Once we have the funds, you instruct us to invest on behalf of your IRA.
Can I keep my IRA where it is and buy into this offering?
No, you cannot. You need a custodian who handles self-directed IRA accounts. Brokerage houses are set up to accommodate products they know and sell. Alternative assets like real estate fall outside of what they can accommodate because of the different procedures and documentation involved.
How much does it cost?
The unique thing about us is that we have a flat fee schedule which can be found here. In broad strokes, there is a $50 fee to open the account and an annual fee of $350. What many investors appreciate about this fee schedule is that, as the value of the investment increases, fees remain flat whereas traditional fee schedules often take a percentage of the value of the account.
ABOUT EQUITY INSTITUTIONAL SERVICES
Equity Institutional Services, an Equity Trust Company, works with investors looking to control their IRA accounts by making their own choices about where to put their money.
We have been doing this long enough, and we have created a simplified process so you can invest in the opportunities you choose, putting you squarely in control.
GET IN TOUCH
If you have additional questions or want to learn more about setting up a self-directed IRA with Equity Institutional, submit a form or contact me directly.
Paul Herbes
P.Herbes@trustetc.com
(605) 799-8620
Equity Trust Company and Midland Trust Company are not affiliated with CDT Capital Management. Equity Trust Company and Midland Trust Company are directed custodians and do not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company or Midland Trust Company is for educational purposes only, and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
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