Cedar Capital, LLC

Cedar Capital, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and charitable organizations, and also accepts corporations and other business clients. Services include continuous account supervision across ETFs, mutual funds, individual securities and bonds, along with written comprehensive financial plans.

The firm emphasizes ETF-based model portfolios and offers both strategic and active asset allocation approaches, while also employing individual securities, options, and alternative instruments when consistent with client objectives. Accounts are reviewed periodically and managed with attention to clients’ stated objectives, risk tolerance, time horizon and tax considerations; Cedar Capital also delivers model portfolio services and side-by-side portfolio management.

Compared with many independent advisers of similar scale, Cedar Capital discloses that it serves corporate/business and institutional-type clients and manages roughly $93 million in client assets, which is less common among peers. The firm also discloses ongoing referral arrangements with unaffiliated promoters and uses trade-rotation and aggregation practices in execution, disclosures that may be relevant to prospective clients assessing trade allocation and referral relationships.