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Balanced Performance Strategies

Seeking superior returns over an unmanaged 60/40 benchmark, this strategy pursues capital preservation, growth, liquidity, and income over time. The portfolios invest in stocks and bonds in a balanced manner with a 60/40 target. Asset allocation may deviate from the target in times of increased risk.

Balanced Performance Fact Sheet

Cadinha Balanced Performance Strategies Risk/Return Analysis

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Dynamic investment strategies for institutional investors.

• Employee Benefits Funds • Endowments • Corporations • Governments • Banks • Insurers •

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Cadinha & Co. Institutional Services is a division of Cadinha & Co., a minority-owned investment advisory firm with approximately $1.7 billion in assets under management. Since our founding in 1979, we’ve served as fiduciaries for our clients, helping them preserve their assets first, and then grow them.


We have filed our ADV annual update on March 31, 2020 in reliance of the SEC’s Order granting an extension.

GIPS® Compliant

Cadinha & Co. Institutional Services claims compliance with the Global Investment Performance Standards (GIPS®). Cadinha & Co. Institutional Services has been independently verified through 12/31/2018. The verification is available upon request at institutional@cadinha.com.