What We Provide

At Cadinha & Co., we provide all of our clients with personal, proactive asset management.

Everything we do is based solely on your best interests — we receive no commissions on the purchase or sale of securities, assuring you of complete investment objectivity on our part. Our only compensation is a quarterly retainer fee based solely on a percentage of your total portfolio value.

We'll also provide you with:

• Timely market commentaries and important economic information
• A complete inventory of your portfolio every quarter, with full descriptions and itemization of your investments
• Exact record-keeping reconciliation of transactions
• Tax reporting information, which is available throughout the year and summarized annually, to assist you in tax planning efforts
• Coordination through your existing custodial, trustee or stock brokerage relationships if you wish