Investment Strategies (NEW) - Cardea Capital Advisors
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Investment Strategies

At Cardea, we go beyond managing portfolios: we focus on creating solutions that match client needs, goals, and expectations.

When your clients’ needs and requirements change, we are there to help you adapt.

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.

A diversified, rigorous, and innovative investment process informs everything we do.

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.

We aim to reduce portfolio volatility by creating diversified core portfolios seeking investment solutions that are designed to lower correlation to traditional markets.

We combine this with a commitment to invest in an extensive range of carefully selected investment strategies that have the potential to broaden portfolio diversification and enhance risk-adjusted returns over time.

Cardea’s Investment Approach

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.

Investment Platform - A Variety of Choices

Cardea offers a choice of core models, custom portfolios, third party strategists, alternative investment strategies and advisor-managed portfolios.

Core Models

  • Risk Management Portfolios
  • Traditional Portfolios
  • Globally Diversified
  • Mutual Funds & ETFs

Third Party Strategists

  • Equity & Fixed Income (Custom Bond)
  • Overlay Strategies & Income Enhancer
  • Preferred Stock

Opportunistic Solution

  • Leading Alternative Managers
  • Private Equity, Hedge Funds, Venture Capital
  • Income Module

Cardea offers an institutional investment approach for all clients utilizing core portfolios, opportunistic strategies, all through our single point of entry platform.

  • Core models
  • 3rd party strategists
  • Opportunistic investments

If you are interested in learning more about Cardea, please contact us at

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Sustainable Investments

We continuously strive to integrate principles of ESG (environmental, social and governance) factors into a variety of asset classes and investment structures.

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