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

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

Cedar Road Capital LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, foundations, trusts, and estates, and also accepts corporate and charitable organization clients. The firm manages client accounts through an institutional custodian and offers both assets‑under‑management arrangements and fixed or hourly financial planning engagements. CRC constructs customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and, when appropriate, individual securities, options, and alternative investments, while making tactical adjustments as market conditions or client needs dictate. The adviser applies a blend of fundamental, technical, cyclical, behavioral, and charting analysis and works directly with clients to establish objectives, risk tolerance, and any portfolio restrictions. What is notable relative to many peers is that CRC serves corporate/business, charitable, and institutional accounts in addition to individual clients, client types that are less common among similarly sized independent firms. The firm's principal holds both CFA and CMT credentials and discloses multiple outside business and nonprofit investment roles (including commercial property and early‑stage investing activities), which the firm reports and manages through its policies and disclosures.

To learn more about the advisors currently working at Cedar Road 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.