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.