Our Firm

Cedar Rowe is an independent, employee-owned investment advisory boutique serving high net worth investors, charitable entities, and qualified retirement plans. We offer tailored investment solutions and employ a contemporary approach to portfolio management based on the best practices of sophisticated institutional investors and family offices.

We draw upon long-standing relationships with the leading minds of the investment industry, and take tremendous pride in helping our clients meet or exceed their investment goals while also making their lives easier. As an employee-owned firm, we are not beholden to external shareholders or a parent company. We report directly to you, and our sole source of revenue is the advisory services that we provide to our clients.

Our Team

We seek to attract, retain, develop, and inspire experienced and credentialed professionals who are steeped in industry best practices, yet committed to growth and open to new ideas. Our culture emphasizes collaboration, intellectual curiosity, creativity, and—above all else—results.

In addition to investment management, members of our team have backgrounds in accounting, banking, tax advisory, information technology, management consulting, and military service, allowing us to approach and debate strategic issues from a variety of perspectives.