A complete list of active advisors currently associated with Cedar River Capital, LLC

Warmer can help you find a great advisor at Cedar River Capital, LLC or one who fits your needs even better.

Cedar River Capital provides discretionary portfolio management and related consulting primarily to individual clients, including high-net-worth individuals, while also serving institutions, foundations, retirement-plan sponsors, and other investment advisers through subadvisory and model-portfolio services. The firm manages roughly $56 million for about 28 clients and reports additional assets under advisement of approximately $123 million. Its investment platform centers on four equity-focused strategies (Global Core, Capital Opportunity, Ranger long/short, and Sound Equity) and combines bottom-up fundamental research with top-down macro views, technical, quantitative, and charting analyses. Portfolios hold individual stocks, ETFs, bonds, closed- and open-end funds, and the firm may use margin, short sales, and other borrowing in separately managed accounts; the Ranger strategy includes an overlay to adjust net equity exposure. Distinctive aspects include maintaining six offices despite a two-advisor team and relatively modest regulatory AUM, an uncommon operational footprint for peers of this size, and the provision of subscription-style research and hedging consulting services to other investment professionals. The firm also acts as a subadvisor and model provider to third-party advisers and publishes public materials (videos and white papers) to communicate its market views.

To learn more about the advisors currently working at Cedar River Capital, 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.