A complete list of active advisors currently associated with Cultivate Financial Group LLC

Warmer can help you find a great advisor at Cultivate Financial Group LLC or one who fits your needs even better.

Cultivate Financial Group LLC provides discretionary investment management, wealth and financial planning, and institutional consulting to individuals, families, trusts, and institutional clients, specifically noting work with charitable organizations and corporate/business clients. Services include ongoing equity, alpha and fixed‑income portfolio management as well as outsourced chief investment officer (OCIO) and asset allocation engagements for institutions and nonprofit entities. The firm’s investment process is discretionary and founded on fundamental analysis, with defined strategies such as Core Growth, Tactical Growth, Hedged Growth (which can overlay short positions), and a Capital Preservation option. CFG’s portfolios may utilize options and other derivatives and, in separately managed accounts, may employ borrowing/margin; risk is monitored through tiered risk analysis, stress testing, and periodic performance reviews. Distinguishing features in the brochure include explicit performance assessment and reporting—evaluated in both absolute and relative terms and compared to benchmarks and peer groups such as similar educational endowments—and fee/engagement structures for nonprofit and institutional clients, including fixed‑fee consulting and OCIO assessments. The brochure also notes the principal’s active board and advisory roles with university and foundation organizations, which align with the firm’s institutional and charitable client focus.

To learn more about the advisors currently working at Cultivate Financial Group 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.