Bridging the Gap Between Traditional Investing and Digital Assets
At Cenacle Capital Management, we have a fiduciary relationship with our clients. We received our Accredited Investment Fiduciary Analyst™ (AIFA®) designation from the Center of Fiduciary Studies found at www.fi.360.com
Why We Exist
Cenacle Capital Management exists to protect company owners and individual employees from the biased opinions and hidden agendas of commission-based stock brokers and wealth managers.
Global Leader 30 Years In a Row
There will not be a ‘product-driven sales’ culture at Cenacle Capital Management. There will be no ‘hidden’ fees charged. The strategies we choose together will be the best one that fits your financial goals at that time. We make our own decisions and do not have “higher ups” pressuring us to push product.
A Clear Conscience
Imagine a doctor prescribing medication not because it was in your best interest, but unknown to you the pharmaceutical company sent the doctor and his family to Italy as a reward for meeting a sales quota. At Cenacle Capital Management, we have a fiduciary relationship with our clients. We put your interest ahead of our own.
A cup of coffee and a second opinion
Let’s schedule a meeting where we can sit down for a cup of coffee either in person or in the comfort of your home or office by scheduling a Zoom video conference call. We’ll ask you to briefly to outline your financial goals-and what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you.
To deliver an attractive return while balancing risks to avoiding the crippling losses that investors often sustain when the stock market declines. I want to reliably grow the ‘nest egg’ of the clients I serve.
“Over the next decade, there will be disruption as significant as the Internet was for publishing, where blockchain is going to disrupt dozens of industries, one being capital markets and Wall Street”