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.
The U.S. congressional midterm elections roll around every four years, inviting plenty of speculation about how the outcome will affect markets -- possibly delighting or spooking investors. Rather than play along with pundits’ political guts, we prefer to take a look...
Asset classes are springing leaks at a rapid rate in the 4th quarter of 2018. In particular, global stock markets suddenly cast aside their complacency and sold off sharply with cascading events Oct. 10-11. Major U.S. indexes were down approximately -5.0% over those...
Cardan Capital Partners co-founder Sarah Keys has joined the board of advisors of Colorado Thought Leaders Forum, a dynamic and highly collaborative community aimed squarely at helping senior business executives across the state become “heart-level leaders.” Here’s...
2018 has been a trying year for bond investors. As of this writing, the Bloomberg Barclays Aggregate Bond Index is on track for the second worst year in its entire history (since 1976), down -2.49% year to date. Since 1976, the index has had a negative total return...
Community service is a core value of Cardan Capital Partners -- so it was our firm's honor to sponsor two tables at the 8th Annual CU Helen and Arthur E. Johnson Depression Center's Luncheon. This year's Oct. 5 event tackled the subject of...
Cardan Capital Partners is pleased to announce that co-founding partner Ross Fox has joined the board of directors of the Helen and Arthur E. Johnson Depression Center at the University of Colorado Anschutz Medical Campus. Established in 2008, the Johnson Depression...
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.