Broad diversification covering traditional strategies in equity and fixed income.
Mutual funds or ETFs.
Cardea’s Core Models give clients access to a range of diversified investment portfolios/models tailored to various risk tolerance levels depending on your particular needs and objectives.
Rather than attempting to predict the future or outguess others, we draw information about expected returns from the market itself—leveraging the collective knowledge of its millions of buyers and sellers as they set security prices.
Trusting markets to do what they do best—drive information into prices—frees us to spend time where we believe we have an advantage, namely in how we interpret the research, how we design and manage portfolios, and how we service our clients.
We take a less subjective, more systematic approach to investing — an approach we can implement consistently and investors can understand and stick with, even in challenging market environments.
If you invested $1000 in the market in 1970, it would be worth $121,353 at the end of 2019.
What if you missed the best performing day or the best 5 days in the market?
How much would you have lost by timing the market?
Watch this video to find out.
These strategies are suitable for investors seeking diversification across Traditional asset-allocations of equities, fixed income and cash equivalents. Traditional portfolios incorporate investment strategies built around the pioneering financial market research and analysis of Nobel Prize-winning economist Professor Eugene Fama of the University of Chicago and Professor Kenneth French of Dartmouth College. Other prominent academics, including Nobel-Prize winner Robert Merton of MIT, also work closely with Dimensional. These portfolios are grounded in economic science and backed by decades of empirical research.
A majority of the underlying holdings are Dimensional Funds. Dimensional has been putting financial science to work for investors for more than 35 years and has over $500B in Assets under Management (as of June 30, 2020).
Traditional Plus offers the same extensive diversification in the “Traditional” portfolios. However, we use Exchange Traded Funds (“ETFs”) instead of mutual funds. ETFs have become widely used to help investors achieve their financial goals. In general, ETFs have low turnover, lower fees, broad diversification and greater tax efficiency.
Avantis Investors was selected as one of the core ETF providers. Avantis Investors’ approach aligns with Cardea’s Traditional philosophy of an academically supported, market-tested framework achieved with low-cost and often tax-efficient solutions. Traditional Plus combines Cardea’s Traditional criteria with a disciplined income enhancer overlay, managed by Liquid Strategies. For additional information on Liquid Strategies’ investment approach please visit their website.
The Cardea Select is a diversified portfolio of selected funds with the goal of seeking enhanced returns with lower volatility. This approach is highly specific to each client – from conservative to growth-focused alpha generation.
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