Cadeau’s Income and Investment Solutions provide individual investors with direct access to some of the
world’s leading investment managers, many of whom were once available exclusively to large institutional investors.
Clients enjoy direct ownership of the securities in the portfolio.
This allows for greater flexibility, more control and significant tax advantages over other investment vehicles.
Our investment managers are dedicated to uncovering the truth in today’s capital markets by employing exclusive,
time-tested methodologies to help maximize client wealth and give you access to online wealth statements.
We don’t regard insurance as a maintenance-free investment.
Industry conditions and the economy can affect insurance policy performance.
Because the economy and industry conditions can affect performance of existing policies for property, life and collectables,
we engage our clients in a proactive insurance review every 12-24 months.
Find out why insurance can’t be regarded as a maintenance-free investment »
Business Owner Specialists
Cadeau works closely with business owners to help you gain clarity
about what is important to you in your business and in your personal life.
Our Income and Investment Solutions are ideal for clients seeking a long-term, customized, goals-driven approach
to investment planning and online access to their real-time portfolio.
Total Wealth Management System
Our Total Wealth Management System organizes everything you own all in one place and provides you online secure access anytime from anywhere.
Monitor your cash, track assets, receive email alerts for problems or opportunities, print reports on demand, and collaborate with your Cadeau advisor all in real time. Watch the video that shows you how »
eMoney provides our clients with a 360 degree view of their financial portfolio 24/7 from any connected computer.
Visit our Cadeau Sample Site on the eMoney Wealth Management System to see firsthand the benefits of Direct Ownership of your securities.
Click the logo to access eMoney or visit our Sample Site. Username and password are case sensitive.