Focusing on Building and Preserving Generational Wealth

Knowledge
Dedication
Trust

Preserving and Growing Your Legacy

KDT Investments offers the support and convenience of a small family office that is personalized to your needs and driven by transparent, cost-effective investment strategies that protect and grow your wealth.

Advisory Services

The Investor retains KDT with access and management role, however there is an emphasis on guidance, with every and each investment decision and change only being implemented upon Investor’s authority.

Discretionary Services

The Investor retains KDT with access and management role, and delegates the transaction, decision making and implementation to the Advisor in accordance with the agreed mandate.

Financial Planning

The Investor has a specific objective or plan they are looking to achieve, which can include retirement planning, funding education, or managing legacy positions or inheritance, for the Advisor to provide guidance or report on for a defined period of time.

Knowledge – Dedication – Trust

We Are A Dedicated Investment Firm

We are a small dedicated team who will listen to you and assess your requirements. We are flexible and combine both youth and experience to help deliver a modern investment portfolio with an appropriate risk profile.

Call us for an inquiry: Monday to Friday 9 am – 5 pm

  • (230) 266 1890

Knowledge – Dedication – Trust

Our Team

Knowledge – Dedication – Trust

KDT news & insights

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