- Cardea Capital Advisors

PRESERVING WEALTH

We understand the dynamics of high net worth investors and the importance of advice for building wealth as well as leaving a legacy. We not only view the technical aspect of financial planning, but the fundamental importance of goals as well.

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

OUR SERVICES

Investment Policy Statement Development / Review
Asset Allocation Modeling
Cash Flow Analysis
Manager Search and Selection
Portfolio Implementation
Performance Measurement
Performance Evaluation
Socially Responsible Investing
Client Education
Fee Negotiation
Custodian Searches

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.

Operational

Portfolio Construction & Design

Business Growth

  • New account onboarding
  • Access to easy-to-use, efficient technology
  • Administrative tasks managed at the TAMP level; check requests, address changes etc.
  • Custodian access
  • Due diligence and fiduciary oversight performed by experienced personnel
  • Portfolio construction, trading, and rebranding
  • Access to portfolio comparisons, review, analytics
  • Custom portfolios
  • Keep your own brand – we offer white label solutions
  • Creation of portfolio proposals and presentations
  • Support client acquisition and retention
  • Assist client events
  • More marketing ideas and assistance

Operational

  • New account onboarding
  • Access to easy-to-use, efficient technology
  • Administrative tasks managed at the TAMP level; check requests, address changes etc.
  • Custodian access

Portfolio Construction & Design

  • Due diligence and fiduciary oversight performed by experienced personnel
  • Portfolio construction, trading, and rebranding
  • Access to portfolio comparisons, review, analytics
  • Custom portfolios

Business Growth

  • Keep your own brand – we offer white label solutions
  • Creation of portfolio proposals and presentations
  • Support client acquisition and retention
  • Assist client events
  • More marketing ideas and assistance

Check Out The Cardea Tech Stack Available To Advisors

car driving over Atlantic coastal road

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.

Focusing on the client experience will inherently help grow your business, create scale, and increase your firm’s value overall. But to reap those benefits, you need technology that both provides value to your clients and enhances your efficiency as an advisor, so you can spend more time growing your relationships.

We would love the opportunity to share our technology stack built by advisors for advisors. Book a 15-minute call to find out more.

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.

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