WHO WE ARE
Cardan Capital Partners is an independent wealth advisory firm providing comprehensive wealth management and financial guidance.
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 Officer
We act as our clients’ “Personal CFO,” providing ongoing consultation and advice.
Comprehensive Financial Planning
We 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 Philosophy
Our client-centric perspective drives everything we recommend — from individual investments to personalized asset allocation.
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...
Deutsche Bank AG recently analyzed 74 diverse asset classes globally. The chart below shows that 2018 is on track to be one of the worst ever for market environments according to at least one metric: A full 89 percent of asset classes have returned losses in U.S....
Welcome to Cardan Capital Partners’ second edition of “The Helm,” a quarterly market update providing a quick-hit look at general portfolio changes, our read of the markets and what we see ahead. We’re happy to provide our clients with more details — and we also...
Cardan Capital Partners is home to avid readers who are happy to recommend good books, news and industry reports, websites and articles — and not just about finance, either. Our latest: Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein In this...
CARDAN IN THE NEWS
Some of the world’s top news organizations have turned to Cardan Capital Partners for insight and perspective.
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 local and national nonprofit organizations through time, talent and treasure. We invite you to learn more about our volunteer efforts, both individual and as a team.