As we concentrate on Building Wealth, Managing Risk, and Earning Trust, we strive to offer superior client service combined with frequent communication and education. This is the core commitment to our client relationships.
We have the ability to access and implement independent research from many sources. Our internal research combined with information available from top independent sources allows us a unique and comprehensive perspective.
We are active risk managers who build durable, all-weather portfolios to help clients fulfill their long-term financial goals. Our advisors follow sophisticated and disciplined strategies to help build client wealth while carefully managing risks in all market environments. Our experience shows that better results may be achieved when key financial areas are integrated into the wealth management process.
As a fee-based independent boutique firm, we represent our clients rather than a particular company. This independence is vital to our unbiased recommendations. We provide objective advice to help clients achieve their personal, family and estate goals. Cadent Capital has a fiduciary responsibility to each client creating the transparency that clients deserve.
As a team we have over 100 years of combined investment experience and have successfully managed assets through some of the most difficult times in history. At Cadent Capital, our commitment is to provide communication throughout the entire investment process. From initially meeting to gather data and implement the individualized strategy to reviewing portfolio performance against goals and adjusting as needed, we help our clients meet their financial and lifestyle goals while making sure we are consistently communicating.
"Plan your work then work your plan." Margaret Thatcher
"By failing to prepare you are preparing to fail." Benjamin Franklin
"A goal without a plan is just a wish." Antoine de Saint-Exupery
"There is in the act of preparing, the moment you start caring." Winston Churchill
A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful... In short, bad news is an investor's best friend. It lets you buy a slice of America's future at a marked-down price. Warren Buffett, Oct. 17, 2008 NY Times
Philip is the founder and principal of Cadent Capital Advisors, LLC. He earned a business degree from Drury University in Springfield, Mo. He owned and operated multiple Allstate agencies from 1997 – 2003. During that time, Philip received several honors including Regional Producer of ....918-935-3450
In 1997, Dave began his career in the financial services industry. His 18 years of experience as a Financial Advisor with Smith Barney and Morgan Stanley have given him invaluable insights and experience in effectively advising clients through the most challenging capital markets since the 1....918-935-3450
As a Wealth Management Advisor, Ann helps clients develop strategies and solutions to manage their finances and realize their lifetime goals. Ann’s commitment to assisting her clients with defining personal goals and then orches....405-254-3122
OUR VALUE PROPOSTION TO CLIENTS<....
Todd is a Wealth Management Advisor that has over three decades of financial industry experience working with businesses, individuals, and families. Todd began his career at E.F. Hutton & Company in 1986 and transitioned to Merrill Lynch in 1990 where he worked within the Privat....918-935-3450
Bill is a Wealth Management Advisor with five decades of experience in the financial industry. Working with some of the most prestigious firms on the globe such as Smith Barney, E.F. Hutton, Merrill....918-935-3450