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Global Portfolio Strategies

Our asset allocation strategies are top-down, forward-looking, fundamentally-based, and designed to adjust to the ever-changing global economic and investment environments. Using ETFs, we underweight and overweight asset allocation in precise accordance with our views on relative performance between asset classes. Material international exposure is an intrinsic part of this “go anywhere” strategy.

GPS Fact Sheet

Cadinha Global Portfolio 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 and woman-owned investment advisory firm with approximately $1.5 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.

GIPS® Compliant

Cadinha & Co. Institutional Services is GIPS® compliant. Cadinha & Co. Institutional Services has been independently verified through 12/31/2017. This verification process is completed annually and is available on request.