Institutional Services

At Cadinha & Co., we leverage a time-tested and proactive investment process for defined benefit plans, endowments and corporations.

Our management strategies include:

Tactical/Core Asset Allocator
Through investments in varying asset classes with low correlation to each other, Cadinha & Co.’s balanced approach can deliver solid returns with lower volatility over time. We’ll work with your organization and/or pension consultant to devise a more strategic, longer-term asset allocation with a high potential of meeting your organization’s investment goals.

Then, rather than adhering to static asset allocation, we manage your portfolio proactively. We shift allocations (within preset tolerances) towards those assets that seem best positioned for future performance. More importantly, we use our forward-looking analysis and research efforts to minimize exposure to those asset classes that appear over-valued.

We believe the result is a more flexible investment strategy that can deliver higher returns with less volatility over time than a static asset allocation approach.

Whole-Stock Portfolio
Our proactive asset allocation approach allows Cadinha & Co. to identify attractive regions, styles and sectors, based on our outlook on future economic conditions and market environments. After identifying attractive market areas, our team selects equities we believe have higher total return potential.

Typical of our equity selections are companies that have sustainable competitive advantages, are well-managed and well-financed, and are strong generators of earnings and cash flow.