Financial advisors often partner with Cadaret, Grant because they are drawn to the cornerstones of Cadaret, Grant’s culture — integrity, knowledge, experience, and teamwork. This level of support and commitment appeals to advisors who are dedicated to helping their clients plan their financial futures..
Cadaret, Grant clears stock, bond, and some mutual fund transactions through Pershing LLC, an affiliate of The Bank of New York Mellon. Pershing provides unlimited account protection. Securities held in custody by Pershing for your account are protected up to the total amount held in the account. Of this total, Securities Investor Protection Corporation (SIPC) provides $500,000 of coverage, including $100,000 for claims for cash. The remaining coverage, on securities only, is provided by Pershing through a commercial insurer.*
Thanks to our independence from corporate influence, Cadaret, Grant financial advisors have the ability to build a portfolio based on the individual needs of the client. There is no pressure on your financial advisor to sell proprietary products. Instead, there is a wide array of investment vehicles from which he or she can choose — stocks, government bonds, mutual funds, life insurance, fixed and variable annuities, long-term care instruments, unit investment trusts, limited partnerships, and an assortment of qualified retirement products and plans — to create a diversified investment portfolio that will address all your short- and long-term financial goals. In addition, your financial advisor can discuss various investing strategies with you, including estate planning, college planning, and retirement planning.
