The mission of Cedarwinds Investment Management is to help our clients systematically build and preserve long-term financial security.

General Info

Traditional money managers do one of two things: Active managers focus on picking individual stocks, the antithesis of diversification; index managers hold many securities but mimic arbitrary benchmarks. Cedarwinds uses a different approach. Our firm’s guiding investment philosophy is that portfolios having multiple index exposures and asset class diversification lead to higher expected returns on a more consistent basis over time compared with traditional money management approaches. Our philosophy has been shaped by the belief that successful investing means not only capturing risks that generate expected return, but reducing risks that do not. Avoidable risks include holding too few securities, betting on countries or industries, following market predictions, and speculating on "information" from rating services. To all these, disciplined diversification is the antidote. Proper diversification washes away the random fortunes of individual stocks and positions client portfolios to capture the returns of broad economic forces.

HoursOPEN NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm

Contact Info

Phone:

Main - 414-431-7390

Address:

4650 N Port Washington Rd Milwaukee, WI 53212

Email:

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Categories

Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments

Amenities

We offer a range of distinct portfolio solutions designed to meet specific client investment objectives. Our core program includes strategic and target asset allocation portfolios created to provide a comprehensive range of globally-diversified, long-term investment solutions for all investors. Both portfolio styles reflect a traditional “buy and hold” approach using mutual funds to build portfolio value over time. Using specific fund eligibility and performance criteria, these core portfolios have been carefully engineered with the goal of delivering a complete range of predictable risk-return correlations over time.

Associations

Cedarwinds’ core investment style and solution offerings are based on a strategic alliance formed with Dimensional Fund Advisors (DFA), a Santa Monica, CA based index-oriented mutual fund investment company. Founded in 1981, DFA manages nearly $250 billion for individual and institutional clients. The firm is the premier commercial provider of capital markets research, historical risk, return and correlation data, investment advisor education, and mutual fund products that reflect the leading academic research.