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Cedrus' Advantages

The Process

Innovative Investment Products

Alternative Investments

       
    Advantages of Cedrus Private Wealth Management Services include:  
   
I. Customized Investment Portfolios
Cedrus does not utilize a cookie-cutter approach in developing clients’ portfolios.  In fact, each portfolio is individually designed and managed, enabling flexibility and control.  We have experience in designing plans to meet a wide range of investment objectives including: capital appreciation, income generation, portfolio/single stock risk management, short-term cash management, and risk management.  Generally, we aim to generate the highest possible returns for clients with the least amount of volatility.  Clients’ asset allocations are regularly evaluated to ensure that they are optimally designed for changing economic and market conditions.
II. Access to Best-of-Breed Funds and Portfolio Managers
Cedrus’ investment advisors are not limited, nor financially driven to utilize a proprietary set of products as financial advisors at other firms are.  Because we are independent, we are able to utilize a broader pool of public and private investment products.  Through its open-architecture platform, Cedrus offers clients access to a broad range of asset classes, across a variety of disciplines, with many of the leading portfolio managers in the world.  This platform allows access to fully vetted external investment products, including hundreds of funds, separately managed accounts, multi-managed accounts, mutual funds, ETFs (Exchange-Traded Funds), fixed income products, commodities, currencies and structured products from around the globe. 
III. Alternative Investments
Cedrus provides clients with access to all traditional investment products and services as well as exclusive alternative investment vehicles.  We cast a net far and wide in search of the best-performing investment products – from private equities, hedge funds, commodities, currencies, foreign stocks and bonds, managed futures and structured products.  We believe that alternative investments are important because they are professionally managed and typically have a low correlation to traditional public markets.  Alternative investments can create significant portfolio benefits through diversification and return enhancement over time.
IV. Global Diversification
Cedrus strongly believes that in order for an investment portfolio to be truly diversified, it must be global.  Cedrus’ team has decades of experience doing international business.  We understand local cultures, industries and economies, and we leverage our global network to give clients opportunities to participate in growing markets globally.  Our investment advisors have access to equities, fixed income products, commodities and currencies around the globe.  A unique distinction between Cedrus and other financial institutions is that our advisors work directly with local money managers and they manage clients’ assets in local currencies.  The clear advantages in utilizing reputable regional money managers are that they know their own markets, speak the language, understand the culture and have access to the latest and most accurate information.  Most financial institutions only offer clients foreign mutual funds that are managed in the U.S. by U.S. based money managers. 
V. Single, Multiple Currency Account
On one platform, in one account, in multiple currencies, online and in real time, investors can trade securities, options and futures in domestic and international markets with the highest reliability and speed with Cedrus. The platform’s advanced interface architecture can also accommodate a variety of languages.
VI. Active and Disciplined Portfolio Management, Monitoring and Rebalancing 
Successful investing is a dynamic and fast-moving process that requires constant focus on the investment strategy and discipline in the execution.  Cedrus offers clients active portfolio management, monitoring and rebalancing in order to achieve and maintain clients’ goals under various market conditions.  The technical strategies and systems utilized by Cedrus have proven themselves to be successful over twenty years in practice.
VII. Focused Services
Cedrus cares about two things: (1) clients are achieving their financial objectives and (2) clients know we are committed to continuing to earn their business.  It is that simple.  To our clients that could mean Cedrus’ management staying up day and night providing hands-on execution of a complex financial transaction, sourcing a blue-chip venture capital fund clients are interested in, or building specific investment products that are not available elsewhere.  In other words, Cedrus is focused on satisfying clients.
VIII. Transparency
Cedrus is in constant communication with its clients.  Each Cedrus client has a key contact at the firm as well as alternative contacts to ensure that someone is always available to answer questions.  Cedrus also provides its clients with detailed customized account reports and full disclosure of fees. 


 
 
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