Cedarwinds Investment Management
Published December 9, 2013
4650 N. Port Washington Rd.
Milwaukee, WI, 53217
Primary Contact: Geoffrey Maclay, Jr.
Year Founded: 2004
Primary market served: Individuals
Secondary market served: Families
Primary category of service: Investments (Individual and/or 401k)
Other services provided: Investments
Quantity of team members: N/A
Total number of professionals on staff: N/A
Total number of customers: N/A
General Business Description: Cedarwinds is an independent, fee-based investment advisor registered with the SEC. Our award-winning program is on the leading edge of the investment management profession.
Most typical fee structure: Percentage of assets under management
Total assets under management: $100 to $249 million
Net worth of typical client/family/business: $500,000 to $999,999
Minimum investment required: Under $500,000
Typical age of your clients: 36 to 54
Primary industry: Health Services
Secondary industry: Business Service
For business customers, typical size in total number of employees: 50 to 99
For business customers, typical size in total annual sales: $1 to $4.9 million
Other services provided: 401K
Investment philosophy: We believe the markets are generally efficient and that price movements are uncertain. Our belief is that investors are unable to perform better than the market over time. We make investment decisions based on facts, not speculation.
Management of customer portfolios: Internal money managers only