Investors
Strategic Partners and How We Get Paid.
As an independent broker-dealer, a Cadaret Grant financial professional can build strategic portfolios based on the specific needs of each individual client. We do not offer any proprietary products, so financial professionals are not pressured to sell specific funds or a family of funds. The wide array of investment vehicles available means they can choose to work with products best suited to meet your needs.
Over time, Cadaret Grant has developed strong relationships with many of the top fund families in the financial services industry. First and foremost, we review the fund’s management team. When deciding which investment companies to partner with, we want to align with those that have a proven record of successfully managing investor money.
We view the experience and expertise of the portfolio management team as an important success factor. Other critical items that are monitored are long-term track record, shareholder fees and expenses, breadth of products offered within the fund family, wholesaler support for Cadaret Grant financial professionals, strategic marketing contacts to provide support at all levels, investor communication and resources, analyst contacts, frequent updates of information, and accurate disclosure information.
All of these items provide insight into how the portfolio managers will perform in the future, rather than strictly considering the past. This support ultimately allows Cadaret Grant financial professional to stay informed about the products they are offering, which enables financial professionals to make the best possible recommendations to their clients based on their current situations.
Cadaret Grant receives additional financial support from key Strategic Partners. Please view our Disclosures page.
Strategic Partners
As an independent broker-dealer, a Cadaret Grant financial professional can build strategic portfolios based on the specific needs of each individual client. We do not offer any proprietary products, so financial professionals are not pressured to sell specific funds or a family of funds. The wide array of investment vehicles available means they can choose to work with products best suited to meet your needs.
Relationships
Get the service and support you need to run your business your way. Financial professionals often partner with Cadaret Grant as an independent broker-dealer because they are drawn to the cornerstones of Cadaret Grant’s culture – integrity, knowledge, experience, and teamwork.
Investing Wisely
Let’s reach your financial goals together. When you choose to work with a financial professional, you have something in common with millions of people who have turned to a professional for help in managing their money — a financial goal. Whether it’s saving for a child’s education, building a new house, or planning for retirement, you have a vision of where you want to be.
The Value of Financial Advice
Work with a financial professional who’s invested in your success. The Internet offers an abundance of investment information and advice, appealing to both novice and pro investors. While some investors are comfortable with their own ability to sift through mountains of information, pick and choose shortcuts, and make the right choice at every turn., the majority still choose to work with a financial professional.
Understanding Investments
Get to know the basics of investing. Your financial professional will work closely with you to understand your investment objectives. The following is a brief description of commonly used terms to describe different investment objectives.
Investor Bill of Rights
Service, support and your pursuit of happiness. Cadaret Grant believes that the needs of the investor always take precedence, including the right to high-quality products and services. To that end, we have developed a list of investor rights.