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.
Cardea is an independent asset and wealth manager with roots in Europe.
We offer innovative investment and wealth management solutions to professionals who steward their clients’ assets and provide advice and wealth
counseling. We are a fiduciary and an advisor-driven, client-focused turnkey asset management platform.
A high touch service model, user-friendly interface, compelling investment offerings, administrative and marketing support, and experienced leadership are some of the ways that we provide support.
With a presence in the U.S. and Europe, Cardea’s global roots, extensive network, and institutional approach to investing empowers investors to focus on protecting their clients’ legacies.
The Cardea Difference
Cardea is an independent asset and wealth manager with roots in Europe.
We offer innovative investment and wealth management solutions to professionals who steward their clients’ assets and provide advice and wealth
counseling. We are a fiduciary and an advisor-driven, client-focused turnkey asset management platform.
We spend time with our clients to understand what they are looking for from a socially responsible investing perspective, including activism and impact. We believe it is a fine balance but you can achieve good investment returns while fulfilling your mission through investing.
A high touch service model, user-friendly interface, compelling investment offerings, administrative and marketing support, and experienced leadership are some of the ways that we provide support.
Cardea manages assets for a broad range of clients, including advisors, 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.
Whether the purpose is mission based or founded on personal principles, we work closely with socially responsible investors, and we have built a knowledge base on which investments and managers meet their criteria.
With a presence in the U.S. and Europe, Cardea’s global roots, extensive network, and institutional approach to investing empowers investors to focus on protecting their clients’ legacies.
What We Offer
01
Discrete, personal service that anticipates clients' 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 core portfolios designed to mitigate risk and compound dollars over the long-term.
03
Specialized, institutional investment strategies, including private equity and debt and customized portfolios.
04
Superior technology infrastructure and operational processes.
The reach of Cardea’s eminent global advisory board gives unparalleled access to institutional, niche and opportunistic investments, drawing on our local and 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.
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.
About Cardea Capital
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