Cadre Capital Partners

Cadre Capital Partners, a goals-based advisory firm, is dedicated to delivering a multi-family office approach to meet its clients’ wealth-related needs. With a diverse clientele that includes high-net-worth individuals (HNWI), sophisticated investors, and charitable foundations, the company operates as a “wealth steward,” committed to providing clients with a comprehensive understanding of strategies and solutions. These are designed to reduce portfolio risk, enhance returns, and fortify multi-generational wealth.

Gabriel Carey, the CEO, founded the company by combining his military background with the financial expertise he gained from leading fund management groups at Macquarie Bank. This unique blend of experience is dedicated to helping clients achieve their financial goals.

Drawing upon his experience at Macquarie, where he established and led the funds management group in Melbourne, Cadre Capital Partners has honed its specialization in tax mitigation strategies. These skills support high-earning individuals in preserving a greater portion of their income, effectively nurturing wealth creation.

“Our customer-centric approach offers the initial consultation at no cost and aids every attendee to leave with an educated and enhanced perspective,” says Carey.

The company has established an investment committee of seasoned experts that have continually delivered risk-adjusted returns that surpass industry benchmarks. The committee emphasizes the use of historical data to make informed decisions for its clients. With a focus on market volatility and income, Cadre Capital Partners collects accurate information to formulate customized strategies that align with clients’ objectives, within the agreed-upon risk parameters and timeframes.

Cadre Capital Partners has developed data-driven proprietary technology that analyzes historical data across various asset classes and makes probability-based predictions, with high probability outcomes. Their data-driven approach allows them to tailor client portfolios, reaping the proven benefits of a very low downside capture, combined with high upside capture. This ultimately leads to portfolio outperformance through all market cycles.

This technological approach extends to individual asset analysis within a portfolio, assessing their correlation to prevent heightened risks. It aids Cadre Capital Partners in presenting a transparent risk assessment to clients, making them comfortable with potential portfolio fluctuations.

Additionally, this technology aids in calculating after-tax returns, enabling the creation of portfolios that yield superior after-tax outcomes. The company achieves this by intelligently allocating assets to suitable entities, considering the often intricate structures of clients’ financial holdings.

The after-tax strategy helps the company mitigate risk and maximize return potential, allowing it to adapt to market dynamics. Cadre Capital Partners investment committee also qualitatively evaluates global and domestic market conditions on a monthly basis, adjusting the recommended allocation between growth and income assets. This assessment enables clients to make informed decisions about the level of risk they are comfortable with and assists in elevating returns while safeguarding investments.

Cadre Capital Partners also helps clients avoid investing in underperforming bonds and emphasizes capital preservation to prevent significant drawdowns. The company prioritizes securing returns from defensive assets by expertly navigating alternative investments like private equity and discovering exceptional opportunities for clients. Its systematic approach has generated tangible results in mitigating portfolio risks while concurrently elevating client returns.

In one notable instance, the firm assisted a client who received USD 20 million from selling his equity in a software company due to a takeover. After comprehensive analysis, Cadre Capital Partners structured its portfolio to yield an annual income of USD 300,000 without additional work. Simultaneously, the firm minimized his tax obligation from USD 1.2 million to USD 50,000, allowing him to enhance his capital position and lower the risk of achieving his desired income target.

Leveraging over a decade of collective insight and expertise of its team, Cadre Capital Partners builds strong, interdependent relationships based on trust and accountability. It curates exceptional opportunities for its clients through a unique income-centric approach by facilitating the growth and preservation of their wealth.