Type of organization:  Independent, employee-owned and managed

Year Founded: 1988

Assets Managed: $4,848.7 M as of 6/30/2010

• Firm is a registered investment advisor

• Firm accepts wrap accounts

• Firm carries liability insurance

• Firm carries errors & omission insurance

Organizational Information

Opening our doors to institutional investors in 1988, Cadence began with $20 million in seed capital from Pacific Mutual Life Insurance Company.  Today, we provide our investment management services to institutional investors as well as to individuals through managed account programs.