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thomas.koleski@cedarcapital.com
312-285-5737

OUR APPROACH

A PLANNING BASED APPROACH

At Cedar Capital Advisors, we are dedicated to a planning based approach. We believe constructing a personalized, in-depth financial plan will help clear a path for your monetary and personal goals. We will spend time with you to find out what you want your assets to accomplish and form a full plan aimed at meeting your needs.

FIDUCIARY INVESTMENT ADVICE

We are bound by the law to act solely in the best interests of our clients. We will fully disclose any current or potential conflicts of interest throughout the entirety of our business engagement. We believe that transparency is a key pillar to building long lasting relationships with clients.

A PLAN BUILT FOR YOU

Each individual client has different requirements. At Cedar Capital Advisors, we always strive to consider your needs first. Your individual financial plan and initial portfolio recommendation is just the beginning of our commitment to personalizing the investing process.

PERSONAL AND PROACTIVE INVESTMENT ADVICE

Your financial advisor will get to know you and your investment needs. You will hear from us regularly, not because there’s a new product to sell, but because consistent communication is important to help you remain comfortable and on track with your investment goals.

FAIR AND TRANSPARENT FEES

At Cedar Capital, you will pay a fee based on the size of your portfolio. We do not earn commissions on trades and basing fees on the size of your portfolio aligns our interests with yours. If you succeed, we succeed. Note, some of the investment strategies we may recommend invest partially or exclusively in investment products managed by affiliated investment advisers.  In addition to the advisory fee, we will earn additional revenue as the investment adviser for these products.  Further details will be fully disclosed in an agreement with you prior to selecting one of these strategies.

COMPLETE SERVICE AND COMPREHENSIVE FINANCIAL PLANNING

Instead of cobbling your financial team together with numerous and often conflicting sources of advice, Cedar Capital Advisors provides a complete investment team with a single point of contact. Let us become your personal CFO and try to help you on the road to long-term financial success.