For forty years, Cadinha & Company has been helping people achieve their financial goals by preserving the assets they have built first, and then by growing them. Our philosophy has helped us become one of the largest investment advisers in Hawaii and among the top 4% in the US. With an additional presence in Park City, Utah, and team members working in California and Washington state, we serve clients throughout the mainland as well as the Hawaiian Islands.
Our founder, Harlan Cadinha, was born on Maui and raised in the spirit of ohana, the Hawaiian word for family. We approach our clients with the same sensibility. We make it our goal to know as much about them personally as we do financially. Because our definition of wealth management involves more than generic forms and formulaic investment styles, this adds a richness to our relationships. And combined with our results, inspires our clients' longevity and trust.
PARK CITY, UTAH
Newpark Three, Suite 140
1389 Center Drive
Park City, Utah 84098
Phone (435) 631-2722
Fax (435) 214-7723
We thrive being outside the hustle and bustle of the world's major financial centers. It helps us avoid the groupthink, industry trends, and conventional wisom of typical advisers. We stay true to our own expertise, developed over decades, with the people and proprietary tools that set us apart. We think the clean air helps, too, whether we're on Waikiki or nestled between the Great Salt Lake and the Wasatch Range.
For one, we don't chase returns. We think chasing powder at Alta makes more sense. At our core, we're risk managers who believe you can't grow wealth if you're always making up for losses. Cadinha strives to preserve your wealth first, and then grow it.
We understand the importance of reaching beyond, both in terms of the financial services we offer and where we work. We purposefully established our trading desk on the mainland in Park City, Utah, to provide an extra layer of security. This benefits all our clients who count on us to be there for them, no matter what.
We reach beyond investment management, too. Our clients have learned they can count on us to be their financial right arm during times of transition such as succession or estate planning. When the best skiing in the world beckons, but complex entanglements stand in the way, we have the resources to help our clients make clear decisions with confidence.
No matter where we work or what services we offer, our approach is infused with Aloha spirit. This means acting with love, compassion, deep regard and respect for others. As fiduciaries, we are required to act in the best interests of our clients. But we already knew that.
Cadinha & Company is a minority-owned registered investment advisory firm with over $1.3 billion in assets under management. Since our founding in 1979, we've served as fiduciaries for our clients. This means we must operate under a higher standard of responsibility which includes acting only in our clients' best interests with a transparent compensation model.