A complete list of active advisors currently associated with Big Cedar Investment Advisors
Warmer can help you find a great advisor at Big Cedar Investment Advisors or one who fits your needs even better.
Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to a mix of individuals, accredited investors, family offices, and nonprofit endowments and foundations, covering services such as asset allocation, retirement and college planning, and qualified plan subaccount analysis. The firm reports managing about $92.2 million in discretionary assets and applies tailored account minimums for portfolio management that vary by client type (for example, $200,000 for individual accounts, $5,000,000 for accredited investors, $10,000,000 for family offices, and $500,000 for non-profits). The adviser primarily manages accounts on a discretionary basis and combines fundamental and technical analysis within a modern portfolio theory framework, emphasizing institutional-cost structures, global diversification, tax awareness, and an avoidance of market timing. Investment strategies include exchange-listed stocks, mutual funds, ETFs, bonds, stock options and, where appropriate, private placement offerings; financial planning services range from comprehensive written plans to annual reviews and hourly consultations. Noteworthy for an independent, single-advisor practice, Big Cedar explicitly serves institutional-type clients and accredited investors with an interest in angel investing and private placements, and it sets higher minimums and specific program restrictions for those client groups. The brochure also discloses portfolio concentration limits (for example, a 15% cap on any ETF or non‑diversified product), a policy not to aggregate client orders, and a recommendation of Schwab Advisors as custodian while retaining access to Schwab’s research and technology.
To learn more about the advisors currently working at Big Cedar Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 10
|
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