Who We Serve - Cardea Capital Advisors

Who We Serve

Whether you’re an advisor, an investor or a Certified Public Accountant, Cardea’s diversified, rigorous, innovative investment philosophy informs everything we do.

car driving over Atlantic coastal road

Our platform gives advisors a significant competitive advantage amid a challenging environment to capture private investor assets and wallet-share.


We designed the platform to enable advisors to stand above their competition by accessing our customized portfolios and back office operations.

Advisors’ time is freed up to concentrate their efforts on growing their asset base, revenue and profitability. Cardea’s platform provides a wide array of custom reporting, operations, billing, portfolio management solutions, as well as practice management, white-labeled client presentations, and a full range of sales and service support.

As an independent financial advisor, technology can be one of the most daunting aspects of running your business, and the tools that are designed to help you work more efficiently can do the exact opposite—slowing you down and taking time away from your clients. You need technologies that support your processes, support your team, and are easy to implement and integrate into your business.

Our goal: To deliver the technologies, integration, and innovation you need to make doing business faster and easier than ever.

At Cardea Capital Advisors, we understand the value of technology. We constantly research emerging technologies and offer a full suite of options to you.

We have an open architecture, instead of proprietary technologies, and take the time to understand your needs, and work with you to select, implement, integrate, and maintain the solutions that are best for your business. We provide necessary training and our team is always here to help answer your questions—one-on-one or with your entire team

We create specialized model portfolios managed with consistent front and back office processes, underpinned by the robust financial strength and backing of our global network, partnerships and consultants. Cardea offers a full service TAMP, powered by technology, which gives your advisors a significant competitive advantage amid a challenging environment to capture private investor assets and wallet-share.

We build and manage investment and back office solutions to be easily integrated into your business. These solutions include new account onboarding & maintenance, custodian access, Orion login for performance reporting as well as support with all back-office tasks. Cardea also support you on the Investment management side of the business, from due diligence and fiduciary oversight, portfolio construction, trading and rebalancing to designing custom portfolios. Cardea provides white label options for you to maintain your brand identity. We also assist with client acquisition and retention.

view of train crossing over the Nine Arches bridge

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

 

Our commitment to innovation and a rigorous, disciplined investment process is central to what we do.

Since investors’ needs are not the same, we couple this with tailored advice and a problem-solving mindset to create solutions that suit distinctive investment needs.

train on the Tadami railway line crossing the Tadami river

We offer institutional investors tailored advice and a high level of product innovation to suit very distinctive needs.


We help clients diversify portfolios with alternative sources of returns beyond traditional asset classes.

Through our partnerships, we also provide tailored access to a unique and diverse range of alternative investment opportunities in venture capital, private equity, private credit, real estate, co-investing and more.

wooden bridge over rocks

We help you grow client wallet-share by plugging into a sophisticated platform with top investment and customer service capabilities.

 

We provide proprietary investment expertise that helps Certified Public Accountants offer boutique portfolio solutions to clients without the cost of building an asset management business.

Cardea’s platform includes a wide array of custom reporting, operations, billing and portfolio management solutions, as well as practice management, white-labeled client presentations, and a full range of sales and service support.

Clients we work with

Advisors

car driving over Atlantic coastal road

Our platform gives advisors a significant competitive advantage amid a challenging environment to capture private investor assets and wallet-share.


We designed the platform to enable advisors to stand above their competition by accessing our customized portfolios and back office operations.

Advisors’ time is freed up to concentrate their efforts on growing their asset base, revenue and profitability. Cardea’s platform provides a wide array of custom reporting, operations, billing, portfolio management solutions, as well as practice management, white-labeled client presentations, and a full range of sales and service support.

As an independent financial advisor, technology can be one of the most daunting aspects of running your business, and the tools that are designed to help you work more efficiently can do the exact opposite—slowing you down and taking time away from your clients. You need technologies that support your processes, support your team, and are easy to implement and integrate into your business.

Our goal: To deliver the technologies, integration, and innovation you need to make doing business faster and easier than ever.

At Cardea Capital Advisors, we understand the value of technology. We constantly research emerging technologies and offer a full suite of options to you.

We have an open architecture, instead of proprietary technologies, and take the time to understand your needs, and work with you to select, implement, integrate, and maintain the solutions that are best for your business. We provide necessary training and our team is always here to help answer your questions—one-on-one or with your entire team

We create specialized model portfolios managed with consistent front and back office processes, underpinned by the robust financial strength and backing of our global network, partnerships and consultants. Cardea offers a full service TAMP, powered by technology, which gives your advisors a significant competitive advantage amid a challenging environment to capture private investor assets and wallet-share.

We build and manage investment and back office solutions to be easily integrated into your business. These solutions include new account onboarding & maintenance, custodian access, Orion login for performance reporting as well as support with all back-office tasks. Cardea also support you on the Investment management side of the business, from due diligence and fiduciary oversight, portfolio construction, trading and rebalancing to designing custom portfolios. Cardea provides white label options for you to maintain your brand identity. We also assist with client acquisition and retention.

Direct investors

view of train crossing over the Nine Arches bridge

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

 

Our commitment to innovation and a rigorous, disciplined investment process is central to what we do.

Since investors’ needs are not the same, we couple this with tailored advice and a problem-solving mindset to create solutions that suit distinctive investment needs.

Institutional investors

train on the Tadami railway line crossing the Tadami river

We offer institutional investors tailored advice and a high level of product innovation to suit very distinctive needs.


We help clients diversify portfolios with alternative sources of returns beyond traditional asset classes.

Through our partnerships, we also provide tailored access to a unique and diverse range of alternative investment opportunities in venture capital, private equity, private credit, real estate, co-investing and more.

Certified public accountants

wooden bridge over rocks

We help you grow client wallet-share by plugging into a sophisticated platform with top investment and customer service capabilities.

 

We provide proprietary investment expertise that helps Certified Public Accountants offer boutique portfolio solutions to clients without the cost of building an asset management business.

Cardea’s platform includes a wide array of custom reporting, operations, billing and portfolio management solutions, as well as practice management, white-labeled client presentations, and a full range of sales and service support.

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Get in touch 

For more information about how we can assist you, send us a message or give us a call

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