True Transparency
With the recent loss of credibility in Wall Street Firms, the Banking Industry and Federal Agency Governance, there is a great need for trustworthy investment firms who adhere to a higher level of integrity.
What is True Transparency?
Cedrus offers an access portal that allows you to see exactly what’s happening behind the scenes of your investment portfolio. By providing you with 24/7 access to what’s happening in your portfolio, you can rest assured that you know exactly how your investments are performing, rather than having to thumb through confusing monthly or quarterly statements that fail to detail true activity and may even mislead you as to your financial growth…or lack thereof. In essence, we make the process visible to you, avoiding the “black box” of Wall Street.
Because our success is measured by your confidence in us, ensuring your satisfaction and upholding the highest of standards in handling your financial affairs is our top priority. In addition to our portal access - Cedrus will conduct regular quarterly asset performance reviews and annual family meetings for ongoing communication and quality control. We understand that life happens, so it’s important to continually monitor and adjust your family business plan in order to address any needs that may arise.
Avoiding the conflicts of interest
The reality is that Wall Street is riddled with conflicts of interest between investment firms and their clients. Brokers now call themselves “advisors,” but they are compensated to do trades and push the firm products, regardless of how it impacts your bottom line. Banks and Wall Street Firms build revenue based on business volume with Mutual Fund Companies, Insurance Companies and Private Money Managers. It’s become the industry standard to nickel and dime the investing public with fees and commissions, and they’re not always spelled out. Cedrus avoids these conflicts of interest by capitalizing on superior technology, eliminating the “middle man” and aligning with the right strategic partners to ensure you’re getting the most for your investing dollars.
Contact Cedrus today to learn more.
