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