Cedarwinds Investment Management

Cedarwinds, established in 2004, is headquartered in Milwaukee, Wisconsin with offices in Florida and Illinois. We are an independent, fee-only investment advisor registered with the SEC. Our firm specializes in the creation and management of model investment portfolios comprised of structured index funds and exchange-traded funds (ETFs). We are passionate in our core belief that a structured...

Traditional money managers do one of two things: Active managers focus on picking individual stocks, the antithesis of diversification; index managers hold many securities but mimic arbitrary benchmarks. Cedarwinds uses a different approach. Our firm’s guiding investment philosophy is that portfolios having multiple index exposures and asset class diversification lead to higher expected returns...