Cedar Grove Capital Management

Cedar Grove Capital Management is an independent registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients, using personalized Investment Policy Statements that document each client’s goals, tax considerations and risk tolerance. The firm primarily recommends U.S. equities while also advising on fixed income, ETFs (including precious‑metal ETFs), commodities and non‑U.S. securities.

The firm’s investment approach is grounded in fundamental analysis and regular portfolio monitoring, and it generally operates with discretionary trading authority to implement asset allocation and security selection for clients. Its trading toolkit includes both long‑ and short‑term strategies and the use of options, margin and short sales, risks the brochure highlights and that clients are asked to understand.

Compared with peers, Cedar Grove is uncommon in that it accepts performance‑based compensation from qualified clients and uses contractual safeguards such as a high‑water‑mark and a hurdle provision to govern those fees. The firm also requires clients to custody assets at a specified broker‑dealer, does not utilize third‑party managers, and manages a very small number of accounts, reflecting a compact, hands‑on practice.