Big Cedar Investment Advisors is a fee-based investment adviser that offers Portfolio Management Services and Financial Planning Services. Areas of service include asset allocation, investment selection, retirement planning, college funding and employee benefits and qualified plan subaccount analysis. Engagements are limited in scope based on the client’s unique circumstances.
Our mission is to meet the financial needs of the individuals, families, and institutions that we serve through individualized investment advice, customized investment portfolios and personalized service. The advisor gathers financial data including the client’s goals, circumstances, resources, financial condition and risk tolerance. The adviser then prepares and delivers strategy, analysis and recommendations to the client for meeting their financial goals through the use of financial investments.