At Cordhaven Capital Management, we pair a high-end concierge service, with bespoke portfolios tailored to exceed performance expectations.
To us, boutique private wealth management should consist of quality across four main aspects: service, portfolio construction, performance opportunity, and firm structure.
Service
Our pursuit to provide clients with a white-glove service that is a cut above the rest, is never ending. We strive to be the pillar you lean on when coordinating your financial imperatives.
Alleviate Operational Burdens
Alleviate Operational Burdens
One of the biggest value adds for clients is removing the stress associated with the plumbing of your wealth landscape. We take high level objectives from clients and turn soup to nuts.Concierge Advisor
Concierge Advisor
We understand the importance of having support at-the-ready through dynamic situations. For financial decisions, big and small, we remain on call at anytime for our clients.Proactive Guidance
Proactive Guidance
As the speed of information flow exponentially increases, it is valuable to have an advocate on your side, proactively navigating dynamic events. From a higher level and portfolio specific view, we are constantly on the lookout for what's on the horizon.Alleviate Operational Burdens
Alleviate Operational Burdens
One of the biggest value adds for clients is removing the stress associated with the plumbing of your wealth landscape. We take high level objectives from clients and turn soup to nuts.
Concierge Advisor
Concierge Advisor
We understand the importance of having support at-the-ready through dynamic situations. For financial decisions, big and small, we remain on call at anytime for our clients.
Proactive Guidance
Proactive Guidance
As the speed of information flow exponentially increases, it is valuable to have an advocate on your side, proactively navigating dynamic events. From a higher level and portfolio specific view, we are constantly on the lookout for what's on the horizon.
Portfolios
We take the “n of 1” approach, understanding each individual has unique financial needs. Through their specificities, we curate a tailored portfolio to meet their goals.
Traditional portfolios consist of either all single name companies or all broad exposure ETF’s. Our approach utilizes both ETF’s and individual companies to create a blend of exposure that matches clients’ risk tolerance.
Through sector ETF’s, we instantly achieve diversity, lower volatility, and liquidity, while maintaining the ability to add or reduce exposure to each sector based on market conditions.
While the adjustments we make to sector ETF’s are intended to outperform the broader market, the horsepower behind superior portfolio returns is Alpha Generators or individual companies we meticulously vet and hold our highest conviction.
Unique Approach to Equities
Traditional portfolios consist of either all single name companies or all broad exposure ETF's. Our approach utilizes both ETF's and individual companies to create a blend of exposure that matches clients' risk tolerance.
Sector ETF's
Through sector ETF's, we instantly achieve diversity, lower volatility, and liquidity, while maintaining the ability to add or reduce exposure to each sector based on market conditions.
Alpha Generators
While the adjustments we make to sector ETF's are intended to outperform the broader market, the horsepower behind superior portfolio returns is Alpha Generators or individual companies we meticulously vet and hold our highest conviction.
Performance
Alpha Generators are deeply researched securities where we hold our highest conviction for enhanced returns.
We incorporate a holistic perspective into our investment approach with specific mindfulness given to ethical concerns, environmental impacts, long-term sustainability, and governance.
Agile and secure. Maintaining a nimble structure while leveraging large institutions allows us to operate as a boutique, yet solid, firm.
Capitalize on Opportunities
As a boutique we can move on opportunities in the market faster than larger institutions with bureaucratic processes and restrictions.
Advisory Role Only
As an RIA, we don't physically hold custody of your assets and instead only manage on top of the accounts, giving you the highest authority over your capital.
Leverage Larger Partners
Working with large institutions as the custodian of your account, we utilize their security, compliance, and oversight, while remaining insulated from their pitfalls.
Service
Our pursuit to provide clients with a white-glove service that is a cut above the rest, is never ending. We strive to be the pillar you lean on when coordinating your financial imperatives.
Alleviate Operational Burdens
Alleviate Operational Burdens
One of the biggest value adds for clients is removing the stress associated with the plumbing of your wealth landscape. We take high level objectives from clients and turn soup to nuts.Concierge Advisor
Concierge Advisor
We understand the importance of having support at-the-ready through dynamic situations. For financial decisions, big and small, we remain on call at anytime for our clients.Proactive Guidance
Proactive Guidance
As the speed of information flow exponentially increases, it is valuable to have an advocate on your side, proactively navigating dynamic events. From a higher level and portfolio specific view, we are constantly on the lookout for what's on the horizon.Alleviate Operational Burdens
Alleviate Operational Burdens
One of the biggest value adds for clients is removing the stress associated with the plumbing of your wealth landscape. We take high level objectives from clients and turn soup to nuts.
Concierge Advisor
Concierge Advisor
We understand the importance of having support at-the-ready through dynamic situations. For financial decisions, big and small, we remain on call at anytime for our clients.
Proactive Guidance
Proactive Guidance
As the speed of information flow exponentially increases, it is valuable to have an advocate on your side, proactively navigating dynamic events. From a higher level and portfolio specific view, we are constantly on the lookout for what's on the horizon.
Portfolios
We take the “n of 1” approach, understanding each individual has unique financial needs. Through their specificities, we curate a tailored portfolio to meet their goals.
Traditional portfolios consist of either all single name companies or all broad exposure ETF’s. Our approach utilizes both ETF’s and individual companies to create a blend of exposure that matches clients’ risk tolerance.
Through sector ETF’s, we instantly achieve diversity, lower volatility, and liquidity, while maintaining the ability to add or reduce exposure to each sector based on market conditions.
While the adjustments we make to sector ETF’s are intended to outperform the broader market, the horsepower behind superior portfolio returns is Alpha Generators or individual companies we meticulously vet and hold our highest conviction.
Unique Approach to Equities
Traditional portfolios consist of either all single name companies or all broad exposure ETF's. Our approach utilizes both ETF's and individual companies to create a blend of exposure that matches clients' risk tolerance.
Sector ETF's
Through sector ETF's, we instantly achieve diversity, lower volatility, and liquidity, while maintaining the ability to add or reduce exposure to each sector based on market conditions.
Alpha Generators
While the adjustments we make to sector ETF's are intended to outperform the broader market, the horsepower behind superior portfolio returns is Alpha Generators or individual companies we meticulously vet and hold our highest conviction.
Performance
Alpha Generators are deeply researched securities where we hold our highest conviction for enhanced returns.
We incorporate a holistic perspective into our investment approach with specific mindfulness given to ethical concerns, environmental impacts, long-term sustainability, and governance.
Agile and secure. Maintaining a nimble structure while leveraging large institutions allows us to operate as a boutique, yet solid, firm.
Capitalize on Opportunities
As a boutique we can move on opportunities in the market faster than larger institutions with bureaucratic processes and restrictions.
Advisory Role Only
As an RIA, we don't physically hold custody of your assets and instead only manage on top of the accounts, giving you the highest authority over your capital.
Leverage Larger Partners
Working with large institutions as the custodian of your account, we utilize their security, compliance, and oversight, while remaining insulated from their pitfalls.
