Strategists - UNDER CONSTRUCTION - Cardea Capital Advisors

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Clients have the flexibility of delegating portfolio management to Third-Party Strategists and separately managed accounts (SMA) specializing in equity and fixed income.

 

These strategists offer solutions driven by a variety of strategies including sector, thematic, macro and option-driven strategies, as well as environmental, social and governance (ESG).

Cardea has screened and selected a range of SMA’s for our investors to pick from.

Swipe table for more info

Investment Mandate

Investment Approach

Account Minimum

Inception

# of Holdings

Equity: Concentrated US large cap, individual stocks

Bottom-up fundamental

$125k

1998

15-25

Equity: Diversified US all cap, individual stocks

Top-down fundamental

$125k

2013

55-70

Equity: Concentrated US small cap, individual stocks

Bottom-up fundamental

$125k

1974

30-35

Mixed: Tactical Strategy that can allocate to various asset classes, ETFs and MFs.

Top-down, algorith driven using technical analysis and monetary policy

$100k

2011

N/A

Mixed: Option overlay

Seeks to enhance income on a strategy

N/A

2013

N/A

Fixed Income: Corporate debt, munis, preferred securities

Individual Bonds; custom portfolio based on your needs & objectives

$500k

N/A

N/A

Contact for more information

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