Investment Strategies - UNDER CONSTRUCTION - Cardea Capital Advisors

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

When your needs and requirements change, we help you adapt.

Our approach is highly specific to each advisor and client, coupled with specialized investment strategies 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 offering 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.

Our aim is to reduce portfolio volatility by seeking investment solutions that lower correlation to traditional markets.

We combine this with a commitment to invest in an extensive range of alpha-generating 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.

Market Declines and Volatility graph s&p500

S&P 500 Index total returns in USD, January 1926–December 2019

A History of Market Ups and Downs

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 a rich variety of core, active and opportunistic strategies, all through our single point of entry platform.

Core models
3rd party strategists
Opportunistic investments
cardea cpaital investment strategies diagram

Cardea’s long history in the US markets is matched by its access to diversified and global asset classes suited to tailoring your portfolios to deliver robust and efficient specific outcomes.

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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