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C&D Wealth Advisors
C&D Wealth Advisors is an SEC-registered investment adviser with approximately $26 million in regulatory assets under management. The firm employs 1 employee...
Overview
C&D Wealth Advisors is an SEC-registered investment adviser with approximately $26 million in regulatory assets under management. The firm employs 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
Is C&D Wealth Advisors a fiduciary?
As a registered investment advisor, C&D Wealth Advisors is held to a fiduciary standard, meaning it must act in the best interests of its clients. This requires the firm to disclose conflicts of interest and prioritize client objectives over its own, a distinction from broker-dealers.
What is the investment philosophy of C&D Wealth Advisors?
C&D Wealth Advisors follows a diversified investment approach, allocating client portfolios across public equities, fixed income, alternatives, and cash. The firm tailors strategies to individual risk tolerances and goals, often using low-cost passive vehicles alongside selective active management.
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