Our primary responsibility is to be the keepers and protectors of your lifestyle as you define it. We are very focused on protecting your assets.

Cadre believes that acceptable value has been achieved when the Client's yield and growth objectives are being met within the risk tolerance parameters set by the Client. A significant part of this strategy is realized by minimizing transaction costs, taxes, and insuring no commissions are involved.

Cadre does not micro manage your money. We monitor the fee-only advisors that manage our Client's money. By being independent, we are in a better position to monitor the performance and fees charged by the investment advisor than if the investment activity were "in-house."

Cadre closely monitors the Net Asset Growth of your accounts and the performance of your registered investment advisors. We engage with Registered Investment Advisors that are fee-only managers compensated only by a percent of the total assets under management, typically one percent. When your RIA is compensated on a percentage of total assets under management, their incentive is to minimize transaction costs, taxes, fees and maximize your returns. This relationship of a fixed fee charged on your total assets under management insures that your interests and the RIA interest are always in concert.