Daniel Cantarovici

"The paradox of wealth is that it is ultimately about having enough of it not to think about it. It gives one the ability do the free things in life." – Daniel Cantarovici

"We are in the middle of seismic shifts in how capital is deployed and how wealth is expanded for affluent families. Since the financial world is changing and the investments that comprise it are evolving, the role of the investment professional has forever changed. It is not enough to offer a supermarket menu of options and common knowledge. Un-common results require un-common knowledge, un-common processes and a differentiating point of view. An investment advisor has to be a measurable strategic advantage."

Daniel began his investment management career in 1994. Daniel came to Cascade Financial Management in 2002. He has given over 100 public, professional and academic lectures on various topics in portfolio construction, management, fiduciary responsibility and ethics.

His Philosophy

We don't have clients "just like you."

People don't realize that to manage private wealth well is among the most difficult disciplines in finance. Pre-made, pre-mixed investment products and money management programs rarely fit optimally with the complexities of client realities. Multiple family members, business and trust entities, multiple tax variables, assets earmarked for accumulation, utilization or transfer, all need to be managed differently. The stewardship of client assets has to be unique precisely because the uniqueness of the client shows the windows to particular and specific opportunities and exposures for that client. Getting to know and help clients plan is involved and time consuming. No two clients are the same. Ever.

Anticipate and Adapt

Long term investing success is based on how you are positioned now. Since the investment and economic conditions are constantly changing - what may have worked in the previous block of time may not be the best suited for the next block of time. Conversely, things that were unattractive before may be an intelligent addition now. An investment advisor needs to continuously have a current, relevant point of view and the ability to act when needed.

Be Direct

Clients should always know the condition of their wealth. This is communicated both formally and informally throughout year, in plain speech. Never soft pedal bad news: present the facts, present the options so fully informed decisions can be made.

Education:

• BA – Business Administration, French. Utah State University
• Licence Program- International Business. Universite D’Angers, France
• Post Graduate Executive Program: University of Colorado, Denver. International Business
• Fluent in Spanish and French

When Daniel is not in the office he enjoys yoga, martial arts, tango dancing with his wife and "anything and everything" with his 3 sons.

Daniel is a voracious reader and welcomes good book and article recommendations.

Email: dcantarovici@cascade-inc.com
Phone: 303-292-1121
Toll Free: 800-353-0008
Fax: 303-292-2942