Foundation Number 1: Access To Long-Term Returns Across Asset Classes

Our investment Foundation No. 1, is built on the fact that asset classes---both traditional and alternative--have a built-in or embedded return that is higher than holding cash; also greater than inflation if you own them for longer periods. This is due to the fact that when taking on the risk of owning these assets we get rewarded for doing so.

Cardea differentiates itself with the Mosaic Global Fund through holding not only developed markets’ stocks and bonds exposure like the majority of investors have in their typical 60/40 portfolios--We also include commodities, emerging market stocks and bonds, real estate, as well as alternative investments like hedge funds and managed futures. Through having this exposure, we provide our investors with the empirical and academically proven opportunity to receive returns that over time should be outperforming the normal 60/40 portfolio yet with lower risk.