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  • Writer's pictureSteve Coker, CFP

A Letter from our President

As 2015 comes to a close and we begin a New Year, we are once again thankful and humbled by our clients and friends that helped make 2015 a success. Cedarstone has experienced extraordinary growth this year, exceeding $32 million in assets under management. More importantly, the majority of our growth has come through referrals from our existing clients, demonstrating once again that our process really is creating a better experience for our clients. Thank you so much for your trust and support.

We are excited about what we have accomplished in 2015. Here are a few highlights:

  • Exceeded $32 million in assets under management

  • Launched a state-of-the-art client portal to provide our clients with complete transparency and clear reporting

  • Implemented a new trading platform that provides sophisticated portfolio strategies such as tax loss harvesting and asset location optimization

  • Published our first book! “The Unofficial Guide: How To Retire From Edison”

  • Collectively wrote and published more than 100 articles to deliver on our commitment to communicate frequently and clearly

  • Held our first annual Cedarstone Investor Conference

  • Received the 2015 Best of Westlake Village Award

  • Added Hannah Boundy to our team!

As we enter 2016 I am pleased to announce that we are adding an office in Denver, Colorado to support our continued expansion! This office will service our clients in Colorado and will have a particular focus on CenturyLink employees. In addition, we remain committed to continuously improving the service we provide. For example, beginning with this email we are launching a new, easier to read, mobile-friendly weekly email. Later in the year watch for an improved client portal. We hear your feedback and know that our first job is to serve you well!

At Cedarstone we believe that people are the most worthwhile investment and we are passionate about working alongside you to help you achieve your goals. We believe in hard work, the power of being honest and the benefits of accountability. Most of all, we count it a privilege to be a part of your life and help you along your path. Thank you for an amazing 2015. We are so excited for what 2016 will bring!


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