Institutional Services

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

We’ll work closely with your organization to build an investment policy tailored specifically to your needs. From there, our seasoned team of investment professionals combines its strength in top-down forecasting with a diligent bottom-up security selection process for informed, future-focused portfolio management. 

Our management strategies include:

Balanced Asset Allocation
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.

Large Cap Equity
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.

Fixed Income
We take a total return approach to bonds, believing that higher returns and lower risk can be achieved through effective duration management that takes advantage of movements in interest rates. To capitalize on perceived changes in interest rates, we use U.S. Treasury bills, notes and bonds that also offer no credit risk and high liquidity.