Investors

Strategic Partners and How We Get Paid

As an independent broker/dealer, a Cadaret, Grant Advisor can build strategic portfolios based on the specific needs of each individual client. We do not offer any proprietary products, so advisors 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 Advisors, 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 Advisors to stay informed about the products they are offering, which enables advisors 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 Strategic Partners list.

Although relationships tend to evolve over time, Cadaret, Grant’s list of strategic mutual fund partners has remained almost unchanged since it was first developed. This consistency shows the care involved when choosing whom we partner with and the importance of long-term relationships. These fund families understand Cadaret, Grant’s investing philosophy as much as we understand theirs.

Strategic Partners

As an independent broker/dealer, a Cadaret, Grant Advisor can build strategic portfolios based on the specific needs of each individual client. We do not offer any proprietary products, so advisors 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 […]

Strategic Partners List

Detailed information about a fund’s investment objectives, risks, fees and expenses is available in each fund’s prospectus and, if available, summary prospectus. The fund’s policies regarding selection of securities firms are described in the fund’s statement of additional information. An investor may request these materials from his or her financial professional or directly from the mutual […]

Relationships

Get the service and support you need to run your business your way.   Financial advisors 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. This level of support and commitment appeals to advisors who are dedicated to […]

Investing Wisely

Let’s reach your financial goals together.   When you choose to work with a financial advisor, 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 […]

The Value of Financial Advice

Work with an advisor 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 […]

Understanding Investments

Get to know the basics of investing   Your financial advisor 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.   Preservation of capital Primarily seeks preservation of capital.   Income Seeks to maintain current income from investments over […]

Investor Bill of Rights

Service, support and your pursuit of happiness.   Our responsibilities as your advisor   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 the following list of investor rights:   Investors should be treated in a fair, ethical, […]