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