Cedarwinds Investment Management

Money Directory

Published October 29, 2012

4650 N. Port Washington Rd.

Milwaukee, WI, 53217

Primary Contact: Geoffrey Maclay, Jr.

(414) 431-7390

Website: www.cedarwinds.com

Year Founded: 2004

Primary market served: Individuals

Secondary market served: Families

Primary category of service: Investments (Individual and/or 401k)

Other services provided: Investments
Wealth Management
401K Plans

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
IRA

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