Custom-Managed Portfolios

Cadinha & Co.’s Custom-Managed Portfolios are shaped by our macro-economic understanding of markets — and by our personal understanding of your unique situation, objectives and tolerance for risk.

In designing your customized portfolio, we focus on a variety of market trends, including political, monetary, economic, technological, cultural and demographic. We proactively allocate assets based on our return and risk expectations, and we use high quality and liquid stocks, bonds, cash-equivalents and/or Exchange Traded Funds to balance growth, income and preservation of capital. Our management of these assets is a constant process as economic and market conditions change.

Our management is also guided by the factors affecting your life. That’s why we encourage timely communication with our clients and also with their other trusted advisers — such as accountants and estate planning attorneys — to ensure a tax-efficient and coherent investment management service.

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