WHO WE ARE
Our mission is to provide you with the optimal path to grow your wealth and to plan the best ways to retain and ultimately transfer your assets. We accomplish this by creating and implementing strategies that are tailored to your unique goals. We also coordinate with your other advisors — including attorneys, accountants and family office practitioners — to ensure that our collective advice is fully integrated.
Your Personal Chief Financial OfficerWe act as our clients’ “Personal CFO,” providing ongoing consultation and advice.
Comprehensive Financial PlanningWe employ a disciplined approach to learning our clients’ full financial situation – from both sides of their current balance sheet to their expectations for the future.
Our Investment PhilosophyOur client-centric perspective drives everything we recommend — from individual investments to personalized asset allocation.
Global stock markets dropped sharply today with the Dow, S&P 500 and NASDAQ each falling more than 3%. The catalysts appear to have been concerns over the truce in the trade war between the United States and China, uncertainty over the outcome of Brexit, and an...
“Every past decline looks like an opportunity, every future decline looks like a risk.” Morgan Housel If past declines look like opportunities and future declines look like risk, declines lived in real-time are trials of patience and fortitude. The uncertainty around...
Cardan Capital Partners is committed to making our community a better place to live and work — and we’re inspired by all of the great things we see happening at University Preparatory Schools, a high-performing public charter school network with two campuses in Near...
In June 2007, three months before the collapse of Lehman Brothers and the start of the Great Financial Crisis in earnest, the U.S. 10-year Treasury yield was at 5% before falling to a historical low of 1.39% in July 2012. Yields increased for a short time thereafter...
Recession isn’t imminent although current GDP growth puts the economy at risk of overheating absent improvements in productivity, Former Federal Reserve Chair Janet Yellen recently said.
We’re grateful for the men and women who have served our country. In recognition of those who have sacrificed so much, we have made a donation on this Veterans Day to the Steven A. Cohen Military Family Clinic at the University of Colorado Anschutz Medical Campus. The...
CARDAN IN COMMUNITY
We at Cardan Capital Partners believe strongly in giving back to the communities where our clients and employees live and work. We support both local and national nonprofit organizations through time, talent and treasure. In addition to our volunteer efforts both individual and as a team, we have recently made financial donations to the following organizations: