our services
we assist our clients in managing risk and finding value where others do not.
We tailor custom portfolios according to each client’s goals and needs
We leverage our experience to find value where others hesitate.
We regularly evaluate new opportunities to drive growth, while decisively abandoning under-performers.
A lack of committees facilitates agile decision-making and autonomy.
We manage risk each day, monitoring portfolios to preserve both capital and profits.
We employ disciplined risk management strategies and hedging vehicles as part of our standard practices.
HOW WE DO IT
SEPARATE MANAGED ACCOUNTS at independent custodians
We work for our clients through a variety of discount brokerages and custodians, ensuring accountability and direct access to their assets.
INDEPENDENT REGISTERED INVESTMENT ADVISOR
Cenacle is an independent registered investment advisor (RIA) with no bank, brokerage, or fund manager affiliations of any kind. We work only for our clients.
FEE ONLY FIRM
Cenacle is a fee only firm. We share a transparent fee based on assets we manage and do not participate in loads and/or commissions.
STEWARDSHIP FOR FAITH BASED CLIENTS
A faithful steward safeguards his Master’s legacy—protecting against loss, nurturing growth, and trusting always in God’s plan.
At Cenacle, our faith and heritage guide both our principles and our practice. We serve family offices, charitable foundations, and religious endowments with prudence, care, and conviction—helping them fulfill their missions by managing resources wisely and investing for lasting impact.
“THE TRADITION OF FAITH-BASED INVESTING IS CENTURIES OLD. RELIGIOUS INVESTORS FROM JEWISH, CHRISTIAN AND ISLAMIC FAITHS, AS WELL AS INDIGENOUS CULTURES, HAVE ALWAYS CAREFULLY CONSIDERED THE IMPACT OF THEIR FINANCIAL DECISIONS ON OTHERS.”
- THE INTERFAITH CENTER FOR CORPORATE RESPONSIBILITY
SOCIALLY RESPONSIBLE INVESTING
Many Faith-Based Endowments have guidelines for socially responsible investing and avoidance of certain products and industries. Adhering to these standards is the responsibility of the Investment Committee and their financial advisors.
By working with board members to learn their priorities and concerns, we help to form an investment bias that is both unique and responsive.
An Endowment’s Investments should grow and support the Church’s Mission, we help guard against the Endowment becoming a Mission of its Own.
WE OPERATE IN A FRAMEWORK OF FULL TRANSPARENCY.
We avoid high-cost institutional funds, hedge funds and complex synthetic offerings; investments that have caused charitable endowments to fall behind market returns and suffer losses in the past.