Our Value Proposition

What we do:

Cedarwinds is on the leading edge of the investment management profession. Our award-winning program focuses on effective risk management, using a rules-based investment approach that is simple, straightforward and designed to benefit investors in all market conditions. We use structured index funds and exchange-traded funds (ETFs) to create four distinct categories of portfolio solutions designed to meet a full range of investment objectives for individual and institutional investors. Our comprehensive lineup of model portfolios covers the following general investment strategies:

Strategic allocation – core program created to provide global exposure across all major asset classes, addressing a full range of investment objectives from conservative capital preservation to aggressive growth.
Target allocation – designed to seek superior investment returns in exchange for higher risk, using a concentrated blend of underlying index funds.
Tactical allocation – constructed to take advantage of short-term performance momentum and price volatility among the primary global asset classes.
Blended strategic/tactical allocation – created as a core-satellite strategy to limit downside risk and take advantage of upside opportunity by mixing together our traditional, long-term “buy and hold” investment approach with a dynamic, short-term “buy and reconstitute” momentum-based style.

Our value proposition:

Offering globally diversified exposure to all major asset classes, our asset allocation strategies reflect the leading industry research on market dynamics, investment styles and financial engineering.
By special arrangement, we have access to institutional index-oriented mutual funds managed by the premier and award-winning leader in the industry, Dimensional Fund Advisors (www.dfaus.com). DFA’s highly regarded funds are not available through traditional retail channels.
All model portfolios have been carefully engineered with the goal of delivering a complete range of predictable risk-return correlations over time, using specific fund eligibility and performance criteria.
Our model portfolios have consistently demonstrated outstanding investment returns compared to assigned benchmarks.
Underlying index funds used in our core model portfolios are deliberately managed to achieve tax efficiency and low turnover.
As part of a disciplined investment process, clients are encouraged to participate in a risk capacity analysis designed to accurately and reliably match investment objectives and risk tolerance levels with expected portfolio performance.
Our business relationships with Fidelity Investments and Charles Schwab provide clients with flexibility in terms of cost-effective custody and clearing services.
We are dedicated to providing our investment solutions at very low cost.
With over 100 years of industry experience and an award-winning record of success, our management team is laser-focused on delivering investment excellence, unparalleled service and exceptional value to our clients.