CAERUS INVESTMENT ADVISORS

 

Caerus is a fee only investment advisor registered with the Securities and Exchange Commission.

PROCESS

NEEDS/GOALS ANALYSIS

We conduct an initial analysis of your needs and goals to create a framework to provide salient advice

FINANCIAL PROFILE

We integrate your balance sheet with your needs/goals analysis to give us your unique financial profile

STRATEGY

We work to understand your risk tolerance and time horizon to create a solution best suited for you

IMPLEMENTATION

We provide the infrastructure to implement your strategy.  We constantly monitor your plan to ensure proper execution and adjust as your needs change

CLIENTS

 

CONTACT

CAERUS INVESTMENT ADVISORS, LLC 650.906.7666 INFO@CAERUSADVISOR.COM

Caerus Investment Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Caerus Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Caerus Investment Advisors, LLC unless a client service agreement is in place.