Who We Are

At Cordhaven Capital Management, we are driven by the success and happiness of our clients.

The foundation of who we are is our client base. Their satisfaction and investment performance directly determines the success of our firm.

Mission

To be a beacon of light, guiding people through their financial journey.

Vision

Embedded in our name, our vision is to create, maintain, and continuously improve a haven for our clients' financial assets, driven by premier service and investment outperformance.

Core values

In an industry ripe with opaque practices, the Cordhaven Team has sought to improve the experience for people looking for a firm that holds the client's best interest above all else.

In every aspect from service to performance, the crux of how we operate is a strict adherence to client accountability.

Genuine transparency is a pivotal element that binds us with our clients. Through transparency, we can derive honest conversations necessary for financial success.

By aligning clients’ success with ours upfront, we can ensure decisions will be made throughout the firm with the client’s best interest at heart.

Accountability

In every aspect from service to performance, the crux of how we operate is a strict adherence to client accountability.

Transparency

Genuine transparency is a pivotal element that binds us with our clients. Through transparency, we can derive honest conversations necessary for financial success.

Aligned Incentives

By aligning clients' success with ours upfront, we can ensure decisions will be made throughout the firm with the client's best interest at heart.

Advantage

We are motivated by the satisfaction of our client base. Large asset managers are primarily motivated by accumulation of new clients.

Misaligned incentives at large firms lead to:

Homogeneous investment strategies often limited to in-house products.

Mass-market service quality with generic explanations of market trends.

Bureaucratic processes creating lag time between opportunity and action.

Advisors' incentive structure focuses on obtaining new clients instead of servicing existing clients.

A Boutique Firm

At Cordhaven Capital Management, we specialize in a tailored experience, offering clients a high-class approach to wealth management.

Operating as a Registered Investment Advisor (RIA), we are able to balance a family office quality while leveraging the capabilities of larger institutions we work with.

Boutique qualities

Benefits of our partners