Cadence Wealth Management LLC
Cadence Wealth Management LLC is a Massachusetts-based independent registered investment advisory firm, founded in 2010. The firm provides comprehensive wealth management and investment advisory services to individuals, including high-net-worth clients, with a focus on long-term financial planning and portfolio management. With a staff of 8 professionals, Cadence Wealth Management serves primarily US clients.
Investment Strategy
Cadence Wealth Management LLC employs an actively managed, diversified investment approach, building custom portfolios tailored to each client's financial objectives, risk tolerance, and investment horizon. The strategy emphasizes a balance of equities, fixed income, and alternative assets, with an adaptive allocation model that responds to changes in economic cycles and capital market conditions. The firm stresses risk management and capital preservation while seeking long-term growth, primarily for individuals and families.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TLT | ISHARES TR | 27.93% | $42.2M | 478,488 | $105.23 | $88.25 | +$3.2M |
S SLV | ISHARES SILVER TR | 15.72% | $23.8M | 724,150 | $24.58 | $32.81 | +$1.8M |
I IEF | ISHARES TR | 7.77% | $11.8M | 122,712 | $93.76 | $95.77 | +$395.6K |
G GLD | SPDR GOLD TR | 7.42% | $11.2M | 36,784 | $170.62 | $304.83 | +$868.6K |
C CEF | SPROTT PHYSICAL GOLD & SILVE | 5.35% | $8.1M | 268,528 | $17.50 | $30.10 | +$298.6K |