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Cultivar Capital

EST. AUM
$375,110,347

CONTACTS
3

CLIENT ACCOUNTS
987

Firm Details

Metro area Dallas
CRD Number 160145
Website cultivarcapital.com
Client types

Overview

The firm discusses clients' long-term goals and risk tolerance before implementing an investment portfolio on their behalf. Prior to this discussion with clients, significant research and analysis has gone into building several core strategies that vary based on the level of risk and return desired by the client. Individual components of these portfolios have been chosen for their diversification benefits. Within each strategy, research has ferreted out what the firm believes to be the most appropriate method to implement that strategy. The firm's investment selection process includes the following biases or preferences: Value Bias means, Diversification means, Contrarian means, Institutional Class means.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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