A complete list of active advisors currently associated with Cedarline Capital
Warmer can help you find a great advisor at Cedarline Capital or one who fits your needs even better.
CedarLine Capital provides ongoing portfolio management to individual and high‑net‑worth clients and also accepts corporate clients and pooled investment vehicles. The firm additionally offers pension consulting limited to assets in individual 401(k) self‑directed brokerage accounts and documents client objectives and restrictions in written Investment Policy Statements. Its investment process combines multiple methods of analysis — including fundamental, quantitative, technical, charting and cyclical approaches — and employs both long‑term and short‑term trading strategies. CedarLine seeks discretionary authority for trading, may use model allocations tailored to each client, and conducts periodic account reviews with ongoing monitoring. Distinctive features disclosed in the brochure include involvement with pooled investment vehicles and private fund advisory activities, an affiliation with IvyLine Capital Group, LLC (which may invest in some of the same securities), and the firm’s explicit use of margin and options strategies in managed accounts. The combination of private‑fund/pool advisory work, pension consulting limited to self‑directed retirement brokerage accounts, and disclosed related‑party investments is uncommon among peers.
To learn more about the advisors currently working at Cedarline Capital, 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 |
|---|---|---|
East Petersburg, PA
| 5
|
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