Technology
At Cedrus, we believe in keeping asset and wealth management straightforward and simple.
Even though we use online platforms and networks to manage your assets and wealth, we’ve hand-picked these tools to meet our standards for transparency and accountability.
These include:
- eMoney Advisor – an online portal providing 24/7 access to your investment portfolio with real-time reporting. It also acts as a personal dashboard to organize your other financial advisors.
- SEI – providing transaction reporting, portfolio rebalancing and account statements, all in a web-based framework.
SEI Investment Philosophy
Contact Cedrus today to learn more.
We are registered in many states and only conduct
business where we are properly registered.