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
# of Holdings
Equity: Concentrated US large cap, individual stocks
Equity: Diversified US all cap, individual stocks
Equity: Concentrated US small cap, individual stocks
Mixed: Tactical Strategy that can allocate to various asset classes, ETFs and MFs.
Top-down, algorith driven using technical analysis and monetary policy
Mixed: Option overlay
Seeks to enhance income on a strategy
Fixed Income: Corporate debt, munis, preferred securities
Individual Bonds; custom portfolio based on your needs & objectives
Back to Top