Complete by default. Tailored by design.
As your wealth grows, so does its complexity. Most people are left managing the pieces themselves, but you shouldn't have to.
Individuals, families, and institutions all find the same thing here: your full financial picture, managed as one.
For Individuals & Families
Comprehensive Portfolio Management
The whole of what we do, brought to bear on the whole of your wealth. Our expert team manages your portfolio, coordinates with your tax professional and estate attorney, and keeps every decision aligned as your life and the markets change, all for less than 1% AUM.
The complexity stays with us; you get confidence and clarity in your wealth.
- Custom Portfolio Construction
- Retirement Planning
- Curated Asset Location
- Tax Planning
- Concentrated Position Management
- Cash Flow & Distribution Planning
- Risk Management & Stress Testing
- Estate & Legacy Planning
- Financial Aggregation & Reporting
- Charitable Giving Strategies
We manage what many firms can't. Through our secure platform, we can apply our CEFEX-certified process to eligible employer retirement accounts—like your 401(k)—while they stay right where they are. For many, it's one of the largest pieces of their wealth, and it no longer has to sit on the sidelines.
Commitment: $500,000 minimum managed balance, with a tiered advisory fee schedule starting below 1% of AUM.
For Businesses & Institutions
Retirement Plan Management
Your employees' retirement plan carries real fiduciary weight, and real liability if it's not managed well. We support the design and ongoing evaluation of your plan through evidence-based investment guidance, participant education, and service tailored to the needs and structure of your plan.
- Portfolio Construction
- Plan Design
- Participant Education
- Fiduciary Monitoring
- Investment Policy Statement Design
- Plan Investment Analysis
Foundations & Endowments
Advance your mission and strengthen your impact with charitable foundation and endowment management services from Cedar Point Capital Partners. As a CEFEX-certified firm, our processes are audited to meet the highest fiduciary standards required by institutional investors.
- Portfolio Construction
- Prudent Due Diligence
- Governance Consulting
- Fiduciary Oversight
- Investment Policy Statement Design
- Performance Reporting
What you can count on
However you work with us, and whatever you bring to the table, our commitments don't change. When you choose Cedar Point Capital Partners, you gain:
- The same fiduciary standard for every client—no tiers, no exceptions
- Advice grounded in evidence, not trends, speculation, or pressure
- A disciplined focus on long-term outcomes, not short-term excitement
- The conviction to say no when something doesn't serve your goals
- A team that knows you, understands your situation, and is accountable over time
You can experience tailored wealth management that defines what matters most.