About
What We're About
CFD Investment Advisory is an independent, fiduciary registered investment adviser based in Billings, Montana. We manage portfolios for individuals, endowments, and foundations, building diversified, long-term strategies grounded in research rather than sales targets or proprietary products.
We're intentionally small. As a fiduciary, we're legally required to act in your best interest — not to sell a product or hit a quota. That means direct access to the person actually managing your money, fees that are published and easy to understand, and a process documented well enough to stand up to review, whether that review is your own or a nonprofit board's.
Client assets are held independently at Charles Schwab. CFD Investment Advisory never takes custody of client funds directly.
We're intentionally small. As a fiduciary, we're legally required to act in your best interest — not to sell a product or hit a quota. That means direct access to the person actually managing your money, fees that are published and easy to understand, and a process documented well enough to stand up to review, whether that review is your own or a nonprofit board's.
Client assets are held independently at Charles Schwab. CFD Investment Advisory never takes custody of client funds directly.
Founder Bio
Seth Dyk grew up in Circle, Montana, and was homeschooled throughout his early education. He completed a Bachelor of Science in Accounting online through Western Governors University during his junior and senior years of high school.
After graduating, Seth moved to Billings and began his career at Western Business Advisors as a Valuation Analyst. He's still with the firm today as a business broker and appraiser, work that's given him a close, practical view of how businesses are built, valued, and sold.
Investing has been part of Seth's life since he was young. What started as a habit of researching and picking stocks on his own time grew into a career: in 2025, he founded CFD Investment Advisory to put that knowledge and experience to work managing money with a disciplined, independent approach.