Cerasus Advisors provides portfolio management services tailored to individual needs and goals, managing investments on a hands-on basis. The firm specializes in two main investment strategies: a global income strategy primarily for larger and international clients, and a North American focused income strategy primarily for smaller and United States-based clients. Both strategies emphasize diverse fixed income instruments, bonds, dividend-paying stocks, and hedging tools like options and futures, with options to use leverage when market conditions are favorable. Cerasus Advisors works with a wide range of clients including individuals, high net worth individuals, pensions, charities, foundations, and international institutions.
Fee Structure
Cerasus Advisors does not list specific fee percentages or tier schedules in its regulatory filing, noting only that all fees are subject to negotiation and established directly in client agreements. Fees are generally billed twice a year based on the average value of your portfolio during the period.