Kathy L. Martens

Cedar Hill Associates employs an objective wealth management approach that focuses exclusively on their client's long-term goals. Based on an understanding of the client's goals, the firm designs an asset allocation and constructs an investment plan to meet those goals. They weigh the risk and return factors shaped by client's objectives and then construct a portfolio using a suitable combination of investments. For the qualified investor, Cedar Hill may blend alternative strategies with traditional investments. Non-traditional assets may include alternative investments, real estate or funds-of-funds specializing in long/short equities or event-driven strategies. Cedar Hill then continually monitors investment performance, making adjustments as necessary to keep portfolios in line with the client's changing life goals.

CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.

Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).

Operates as a investment insights company that provides investment and wealth management & credit rating services

Functions as a College/University

Functions as a College/University