Cerasus Advisors Inc

Cerasus Advisors provides discretionary portfolio management to a mix of individual and institutional clients, including high‑net‑worth individuals, foundations, pension plans, private investment funds and certain foreign funds such as UCITS/SICAVs and sovereign funds. The brochure indicates the firm serves both U.S. and international clients and tailors services to individual client goals and risk tolerances.

The firm favors a medium‑ to long‑term investment horizon while maintaining flexibility to adapt to client needs, operating two primary income‑oriented strategies: a Global Income strategy for larger and international clients and a North American Focused Income strategy for U.S. accounts. Portfolios are built from diversified fixed‑income instruments and dividend‑paying equities and may employ derivative overlays (covered calls, naked puts, futures and options) and, when conditions warrant, leverage to enhance income or meet liquidity requirements.

Noteworthy for its peer group, Cerasus discloses a material non‑U.S. client base and the explicit use of derivatives and the potential for borrowing within separately managed accounts—practices that are relatively uncommon among supported firms. The firm emphasizes fundamental credit and sector analysis using market data services (e.g., Bloomberg) and notes it does not vote client proxies, leaving proxy voting to clients unless advice is requested.