Craig Verdi Investments, LLC

Overview

Trail Creek Advisors, LLC is a small, fee-based registered investment adviser focused on discretionary portfolio management for individuals and families. The firm favors equity-centered portfolios, using exchange-traded vehicles as the primary building blocks of client accounts. Its business model emphasizes direct portfolio management rather than large-scale capital allocation or institutional consulting, positioning the firm as a boutique adviser that tailors equity exposures and supplemental mutual-fund positions to a limited number of clients. Investment decision-making appears centered on liquid, publicly traded securities and ETFs, with a willingness to use third-party managers for alternative exposure in real estate. The adviser charges a percentage-of-AUM fee and manages accounts on a discretionary basis, which supports streamlined implementation of tactical shifts or rebalancing across equity-heavy allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices