Our approach is advisor-driven and client-focused and specific to each advisor and client, coupled with specialized investment strategies, managed with an institutional investment process, and covers the full spectrum of investment goals.
From risk-averse asset preservation to growth-focused alpha generation – Cardea is driven by one overriding aim; to help advisors deliver an exceptional and unique investment experience to their clients.
Since investors’ needs are not the same, we couple our platform offerings with tailored advice and a problem-solving mindset to create solutions that suit your unique needs.
While there is no consistent way to predict when realized performance will be positive or negative, investors staying the course have been rewarded over the long term.
S&P 500 Index total returns in USD, January 1926–December 2020
Past performance is no guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.
In USD. Chart end date is December 31, 2020, the last trough to peak return of 70% represents the return through December 2020. Due to availability of data, monthly returns are used January 1926 through December 1989; daily returns are used January 1990 through present. Periods in which cumulative return from peak is –20% or lower and a recovery of 20% from trough has not yet occurred are considered Bear markets. Bull markets are subsequent rises following the bear market trough through the next recovery of at least 20%. The chart shows bear markets and bull markets, the number of months they lasted and the associated cumulative performance for each market period. Results for different time periods could differ from the results shown. A logarithmic scale is a nonlinear scale in which the numbers shown are a set distance along the axis and the increments are a power, or logarithm, of a base number. This allows data over a wide range of values to be displayed in a condensed way.
Source: S&P data © 2021 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
This chart of the S&P 500 Index shows that good times for the market have been disproportionately longer than the bad times, and the duration of the bull run is not a useful indicator of future performance.
Cardea offers an institutional investment approach for all clients utilizing core portfolios, opportunistic strategies, all through our single point of entry platform.
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