Dedicated Boise Investment Advisors
At Craig Verdi Investments, commitment and transparency define our client relationships. Craig Verdi limits his practice to just 25 clients, ensuring deep strategic focus and direct communication. You can usually call him on his cell phone. Here it is 208-559-6250. We emphasize mastering investor behavior alongside active management, reflecting our belief that emotional insight and disciplined strategies pave the way for enduring success. In my book, Mindful Money-how to overcome the number one enemy of financial success,” He explains that the main trait you will need for success is to remove emotions from decisions.
Behavioral finance studies show that emotions and psychological biases drive a massive portion of financial choices—often estimated in industry literature to influence up to 80% to 90% of general financial or money decisions, though specific trading statistics point to widespread emotional errors. MarketWise
Exclusive Client Relationship Management
Craig Verdi investments with locations in Boise and Scottsdale. Craig sold his large practice to his partners at Verdi Wealth Management. He was sure he could do better with a small number of clients. He is the decision maker on what is in your portfolio. If you work with Craig, you will likely own a portfolio that has many of the same holdings as he has committed to.
Warren Buffett said that “Our favorite holding period is forever.” We agree, unless something in the story changes. Like Buffett we look for companies with strong competitive advantages that we can hold “forever.” As earnings and dividends grow, your wealth will grow.
While psychology rules in the short run, the increase in company earnings and dividends are the only thing that creates an increased value in share price. We try to focus on those things.
Creating a lasting string of income has always been a specialty. Ideally, you will live on all dividends and interest only or mostly on dividends and interest. By doing so,if the market is down, it does not affect your monthly income.
Let us show you an illustration of how this works as it has for our clients for decades!