A complete list of active advisors currently associated with Cedar Point Capital Partners, LLC
Warmer can help you find a great advisor at Cedar Point Capital Partners, LLC or one who fits your needs even better.
Cedar Point Capital Partners is a registered investment adviser operated by a five-advisor team that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management, standalone financial planning and consulting, portfolio monitoring, and ongoing retirement plan consulting, and reports discretionary regulatory assets under management of about $200.9 million across roughly 433 client accounts. The firm describes a multi‑disciplinary investment process that combines fundamental, quantitative, qualitative, charting and cyclical analysis with sector‑level work and a range of asset‑allocation approaches (strategic, dynamic, tactical, and core‑satellite). Its stated strategies span equities, fixed income, options, alternative investments and cryptocurrency products, and the brochure explicitly discloses that the adviser may use margin/borrowing in client accounts and details the attendant risks and controls. What is distinctive in the brochure compared with many peers is its disclosure of external evaluations and custody relationships: the firm notes the use of third‑party ratings in its materials and documents its institutional custodial relationships (including services received from Schwab) that provide execution, custody and business support. The brochure also emphasizes formal policies for conflicts and personal trading—an annual Code of Ethics acknowledgement, pre‑clearance and quarterly transaction reporting for personnel—which the firm ties to its fiduciary obligations.
To learn more about the advisors currently working at Cedar Point Capital Partners, LLC, 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 |
|---|---|---|
Cedar Rapids, IA
| 0
| |
Cedar Rapids, IA
| 6
| |
Cedar Rapids, IA
| 32
| |
Cedar Rapids, IA
| 6
| |
Cedar Rapids, IA
| 12
| |
Cedar Rapids, IA
| 16
|
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