Key Advantages
Total Portfolio Management
Cedrus utilizes a ‘managed account’ approach to wealth management for all of its clients. In addition to managing money themselves, Cedrus’ Investment Advisors allocate money to other best-of-breed money managers in the business. This enables clients to have sophisticated, fully diversified portfolios. Each client’s asset allocation is customized to meet his/her specific investment objectives and is regularly evaluated to ensure it is optimally designed for changing economic and market conditions.
The utilization of some of the best money managers in the world
Cedrus’ Investment Advisors are not limited to, nor financially incentive-driven to utilize a proprietary set of products, as Financial Advisors are in large financial institutions. Through an open architecture platform, they provide clients with access to a broad range of asset classes, across a variety of disciplines, with many of the leading asset managers in the world - enabling sophisticated, fully diversified portfolios
Cedrus utilizes an experienced, independent research team to conduct ongoing due diligence on the universe of funds to find best–of-breed asset managers. The process for identifying these managers is a multi-phased approach comprised of three primary steps: identification and qualification of a manager; analysis of the manager's investment approach and practice; and ongoing monitoring of his/her performance. Cedrus’ management team is highly experienced with this proven platform.
Access to extensive, non-proprietary investment products
The platform offers access to thousands of funds, and hundreds of separately managed accounts, multi-manager accounts, mutual funds, ETFs, and fixed income products.
Access to unique alternative investments
Cedrus offers access to innovative and distinct alternative investments, including derivatives, commodities, structured products, and venture capital funds. Because alternative investments are professionally managed and typically have a low correlation to traditional public markets, they can create significant portfolio benefits through diversification. The Firm is well-connected, for example, with the world’s leading venture capital firms and is regularly asked to participate in financing some of the most promising mid- to pre-IPO stage companies.
Global orientation and reach
Cedrus’ management understands local cultures, industries, and economies and leverages its vast global network of relationships with financial institutions to give clients global reach in their portfolios. The Firm’s Investment Advisors have access to equities, fixed income products, commodities, and currencies around the globe. Cedrus’ management believes that in order for clients’ portfolios to be truly diversified, they must be global.
Transparency
Cedrus’ Investment Advisors have frequent communications with clients, reviewing strategies and objectives regularly, and providing all the necessary education that clients require.
Cedrus’ reputation is built on its exceptional service, personal relationships with clients, valued advice, and investment performance. Ultimately, it is the Firm’s goal to forge long-term relationships with clients and to grow the business by way of client referrals and word of mouth.