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William David Proper

Vivaldi Capital Management LP

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About William David Proper

William David Proper is a registered Investment Advisor Representative (IAR) with Vivaldi Capital Management LP. William has been in the industry since 1992 and holds a Series 65 license. William is registered with the state of Ohio. William specializes in portfolio management, financial planning, and investment management. Previously, William was employed by The Proper Analysis Corporation, Proper & Associates, Inc, and Pease & Associates, CPAS. William works out of the Beachwood, Ohio office of Vivaldi Capital Management LP. Vivaldi Capital Management LP is a Registered Investment Advisor firm that provides financial planning and investment management services.

Firm Information

William Proper is currently registered with Vivaldi Capital Management LP. Vivaldi Capital Management LP is a Chicago, IL-based investment advisor with approximately $3.73 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Their client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles.
Vivaldi Capital Management LP

225 WEST WACKER

CHICAGO, IL 60606

$3.73B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Proper’s Registration & Firm History

OH

01/21/2020 - Present

Vivaldi Capital Management LP (BEACHWOOD OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William David Proper.
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