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. provides investment advisory and portfolio management, modular financial planning, and pension/retirement consulting to individuals (including high‑net‑worth clients), employee benefit plans, trusts, estates, charitable organizations and corporations. The firm offers both discretionary management through sponsored wrap programs and standalone consulting services and accepts government clients, including state and municipal entities. The firm tailors strategies to each client’s objectives and risk profile and may combine fundamental, technical and modern portfolio theory approaches, employing both long‑ and short‑term tactics as suitability dictates. It commonly implements discretionary subadvisory relationships through a broker‑dealer wrap platform while also delivering written financial plans and pension benchmarking or ongoing plan reviews for plan fiduciaries. Noteworthy aspects compared with peers include an explicit focus on pension consulting and stated service to government entities, which is uncommon for firms of this size, and formal affiliations with an insurance agency and a broker‑dealer that create dual compensation channels disclosed in the brochure. The firm operates with a small adviser team (two advisors) and reports roughly $93 million in discretionary assets under management, and its disclosure highlights how referral arrangements, administrative‑only assets and insurance relationships are managed to address potential conflicts.
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
| 20
| |
Carmel, IN
| 29
|
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