A complete list of active advisors currently associated with CADE Group, Inc.
Warmer can help you find a great advisor at CADE Group, Inc. or one who fits your needs even better.
Cade Group, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and certain government entities. The firm provides portfolio management through wrap programs, modular financial planning, and pension/retirement consulting for employee benefit plans. The firm works with clients to define objectives and risk tolerances, then helps select managers, strategies, or disciplines within Raymond James' Ambassador and Freedom wrap programs; once selected, Raymond James or other subadvisers are appointed as discretionary managers. Cade Group uses a mix of analytical approaches (including fundamental and technical analysis and modern portfolio theory) and offers both ongoing discretionary management and consultative planning engagements. Compared with peers, Cade Group is notable for advising state and municipal clients and providing ERISA-plan pension consulting, client types that are statistically uncommon for similar supported firms. It is also affiliated with an insurance agency and its advisors are registered representatives of Raymond James, so clients may encounter intertwined advisory, brokerage, and insurance relationships and referral arrangements tied to the Raymond James platform.
To learn more about the advisors currently working at CADE Group, Inc., 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 |
|---|---|---|
Carmel, IN
| 42
| |
Carmel, IN
| 19
|
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