The Cadinha & Co. Process

Client-centered and forward-focused, our process begins with macro-economic research, including consultation with economists and Wall Street strategists, a study of economic releases and Federal Reserve monetary data and internal analyses to determine what it all means.

At the same time, we learn everything we can about potential investment candidates through extensive equity research. This includes direct company contact, examination of external research sources and an internal analysis of what we learn.

Armed with market-wide and company-specific research, our investment committee meets to approve those securities we believe hold the greatest potential. Then and only then will your portfolio manager work with you to determine the allocation of assets best suited to helping you reach your financial goals.