Cerasus Advisors Inc. provides personalized investment management services, tailoring portfolios to individual client needs and goals. The firm primarily manages investments in fixed income instruments, both US and international, and may use strategies like covered calls and options to enhance income and hedge risk. Cerasus Advisors prefers a medium to long-term investment approach but can adapt to client preferences.
Assets Under Management$130M
Clients33
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Cerasus Advisors manages investment portfolios based on your individual needs and goals. The fees are negotiable and billed semi-annually. The fees do not include brokerage commissions, transaction fees, or other related costs. Mutual funds and exchange-traded funds also charge internal management fees.
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