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Cedarwinds Investment Management
Primary links
Home
About Us
Our Firm
Our Team
Portfolio Strategies
Strategic Asset Allocation
Tactical Asset Allocation
Cedar Select Portfolio
Our Value Proposition
Our Pricing
How We Are Different
FAQ
Form ADV-Part 2a
Employment
Performance
Partners
Dimensional Fund Adivsors
iShares
Fidelity Investment Services
Charles Schwab & Co.
FinaMetrica
Commentary
DFA Quarterly Review
Quarterly Updates
Newsletters
Market Commentary
Resources
Articles
DFA Articles
Indexing vs. Active Management Articles
Miscellaneous
Reference Sources
Risk Profile Survey
Glossary
Video
Contact Us
Frequently Asked Questions
Why Cedarwinds?
What are your goals for the firm?
What is the difference between an index fund and a “structured” index fund
What makes the Cedarwinds’ approach different from other investment managers, mutual fund companies, insurance companies or brokerage firms?
How do you manage portfolio risk?
How reliable and predictable is your investment approach?
Why did you choose to partner with Dimensional Fund Advisors?
With your structured index fund approach, how do the fund managers decide which stocks to buy or sell?
In a relationship with Cedarwinds, who is actually managing my money and what kind of statement reporting do I receive?
Do you have minimums in terms of account asset size?
Do you offer tax-managed portfolios?
What is your general philosophy on investing?
What is your opinion about active money managers that specialize in a particular investment style?
Is now a good time to invest in the stock market or should I wait until the economy gets better?
I would like to invest the contributions I am making in my retirement plan with your firm but my employer limits me to a specific list of choices. What should I do?
How does your investment approach compare with the “life cycle” or a “fund of funds” approach?
Aren’t there other index funds out there that are good choices?
What is an exchange-traded fund (ETF) and how is it different from a structured index fund?
What is your view on the state of the investment industry today?
What is the "Efficient Market Hypothesis"?
Can I invest in your model portfolio solutions through other brokers or advisors?
What is "Modern Portfolio Theory"?
How do you define and measure risk?
What is “active management”?
What is “expected return of a portfolio”?
What is “mean reversion”?
What is "persistence"?
What is "survivorship bias"?
How did you come up with the name and logo for “Cedarwinds”?
If I want to learn more about index fund investing, what sources do you recommend?
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