A complete list of active advisors currently associated with Cayside Partners

Warmer can help you find a great advisor at Cayside Partners or one who fits your needs even better.

Cayside Partners provides investment advisory services to individuals, families and business clients, and also acts for retirement plan trustees and sponsors. Its services include discretionary and non-discretionary portfolio management, financial planning, consolidated reporting, and customizable family office services. The firm builds client portfolios around written investment policy statements, strategic asset allocation, and a mix of fundamental and technical analysis drawing on third-party research and internal data models, with regular monitoring and periodic account reports. While CSP emphasizes long‑term, diversified allocations, its disclosures state it will adopt features such as options, margin or short‑sale strategies (and other derivatives in separately managed accounts) when requested by a client, and it documents the associated risks. Compared with many teams of similar size, Cayside highlights several operational distinctions: it manages roughly $353 million and advises additional assets, offers consolidated reporting and family‑office style services, and supports retirement‑plan education and employee communication programs including seminars/workshops. The firm also discloses the use of third‑party providers that employ artificial intelligence/machine‑learning (with attendant data‑risk controls) and maintains a recommended custodian relationship to centralize execution and reporting.

To learn more about the advisors currently working at Cayside Partners, 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.