The Cardea Difference

Cardea is an independent asset and wealth manager with roots in Europe.

We aim to be the premier provider of innovative and customized solutions in the industry.

Cardea’s key competitive advantages are the firm’s compelling offer of investment opportunities with a pragmatic blend of local expertise and the mindset of classic European banking, which fosters excellence for our US customer base.

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Cardea manages assets for a broad range of clients, including advisors, direct investors, institutions and Certified Public Accountants ("CPAs"). We offer a wide choice of investment strategies customized to your specific needs, with full-service back office and compliance support.

Our elite private banking ethos delivers a smooth onboarding process for new clients, ensuring that Cardea continually offers exceptionally responsive and personalized service to the highest standard.

What We Offer

01

Discrete, personal service that anticipates client needs, delivers services tailored to each client’s evolving requirements and continually improves customer experience over the life cycle of a long-term relationship.

02

Diversified portfolio construction that seeks enhanced returns.

03

Specialized investment strategies, including private equity and customized portfolios.

04

Superior technology infrastructure and operational processes.

The reach of Cardea’s eminent global advisory board gives unparalleled access to niche and opportunistic investments, drawing on our local perspective, international experience and worldwide network of partnerships and consultants.

The attached publication has a tremendous amount of research and data on the TAMP industry and is a must read.
For more information on Cardea, see pages 4 and 33.

Read the full PDF report

Empowering Investors.