Meet with our team for a comprehensive financial plan and review of current investment portfolio.
Optimization
Our team of CPAs, Investment Advisors, and Data Scientists apply analytics to optimize your portfolio and financial life to: mitigate taxes, optimize portfolio risk/return, and align strategy with your goals.
Portfolio Management
Leave your investments at the financial institution of your choosing. We actively manage your holdings on an on-going basis
Quarterly Review
We meeting quarterly to review rates of return, progress toward financial goals/milestones, and to discuss strategy.
Connections
We interface directly with CPAs for tax strategy, Attorneys for estate planning, and other advisors to make sure your entire financial life is coordinated and optimized.
Features
Reporting
Our reporting software helps you monitor your entire financial life on one easy to use platform.
Aggregates investment portfolios across accounts and banks
Household and account level returns, benchmarks, and stats
Live account access and monitoring through custodial bank
Active investment portfolio management by our team of investment advisors.
Tax Optimization
Leveraging our expertise in tax, our investment advisors interface with our team of CPAs to manage the tax efficiency of your portfolio and distribution strategy.
Active Management
We don't believe in buy-and-hold forever investment strategies. We actively manage your investments based on macro-data and analytics.
Alternative Investments
At CDS we integrate alternative investments into allocations where appropriate. Our clients have access to private equity, structured notes, private real estate, and more.
