Our team’s goal is to exceed client expectations by providing holistic advice on the entirety of your financial life. We believe every aspect of our business should be focused on your objectives and what is most important to you. 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.
"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
"Short term, the market is a voting machine - long term it is a weighing machine." Warren Buffett
"The intelligent investor is likely to need considerable will power to keep from following the crowd." Benjamin Graham
The Cadent Team is dedicated to client service excellence and a finding the best solutions for client long-term goals.
L to R: Katie Welch, Brett Hobbs, Bill Mildren, Philip Mooberry, Ann Dagg, Todd Taylor, Dave Foley, and Kelsi Booth.
A holisitic approach to client goals is our mission. We want to provide the superior service that our clients deserve and believe every aspect o....