Individual & professional clients

As a Cadence client, you can expect institutional quality expertise and insight focused on achieving strong risk-adjusted returns, as well as on strategic opportunities.

Individual investor client

We serve a nationwide clientele whom we expect to remain clients forever. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, and families with substantial assets.

Financial professional client

Cadence is a trusted advisor and strategic partner to wealth management organizations across the U.S. We work with mission-driven organizations, aiming to help clients address their distinct investment, distribution and capital preservation challenges.