Investment Management

Our Investment Management Philosophy

At Cadence, our goal is to help you achieve solid financial performance over the long term, in spite of what the markets or the economy might do in the short term. Our style is hands-on and proactive, always with a mind toward your individual goals, risk tolerance and best interests.

We take a unique approach to investment management. What truly sets us apart is our ability to offer our clients an investment plan typically only available to ultra-high-net-worth investors: A combination of traditional asset allocation and actively-managed investment strategies, which allows for an additional level of diversification that can better help us navigate market uncertainty.

Our process helps minimize exposure to markets when risks are elevated and increase exposure when conditions are favorable. The ultimate goal is to lessen the impact of down markets while identifying ways to participate in healthy ones, serving to increase the value of your portfolio over the long term as a result.

Traditional, Tactical Asset Allocation

Our investment team uses a core diversified strategy that’s tactically managed to capture market inefficiencies in various asset classes over time, while striving to maintain a below-market risk posture. It’s a solution that can be tailored to meet your specific needs and objectives.

Actively-Managed Strategies

These strategies are designed to capitalize on trends that develop in the markets over the short-term, with a goal of limiting losses in unfavorable market environments while taking advantage of upward trending markets. In these accounts, we employ technical analysis and proprietary, rule-based modeling. Click here to learn more about our proprietary research.

Our in-depth investment management process helps ensure that we are investing your assets in the way that’s most closely aligned with your objectives and most beneficial to you over the long-term.

laptop with data charts

Economic/Growth Cycle and Inflation Cycle

We evaluate a number of data points regularly to identify where we are in the growth and inflation cycles. Growing vs. slowing. This helps us determine the investment mix that is likely to perform best over the coming months and quarters.

consultant working on data sheets


We evaluate whether or not we are at valuation extremes in different asset categories. Although valuation isn’t a determinant of performance over short-term periods, it provides an indication of both upside and downside risk when the current investment cycle and investor sentiment eventually shift.

data sheets being reviewed

Internals & Sentiment

We evaluate asset class performance and price action as well as other financial market data points for clues about where we are in the investment cycle. This could inform us about upcoming cycle turning points.

consultant finding data on screen

Price Volatility & Risk Management

We evaluate recent price moves in our portfolio holdings relative to their volatility characteristics to determine when to add or remove risk from our portfolio strategies. Our proprietary tools help us impart a discipline around this process that essentially helps us to buy lower and sell higher.