The Cedar Market Advantage Portfolios are built on the idea of blending strategic approaches with tactical strategies can result in a better overall portfolio construction. With years of experience in the tactical investment space and multiple innovative strategic offerings, Cedar is in a unique position to deliver complete portfolio solutions with flexibility to accommodate a wide range of adviser and client preferences and risk profiles. Based on in-depth research, the Cedar MAPs utilize multiple tactical strategies to potentially diversify key portfolio risk while including strategic and innovative alternative strategies to complete the asset allocation.

Strategies + Literature

Represented by Cedar

We are built on integrity.

We are comprehensive in our research.

We are dynamic in our offerings.

We are flexible in our approach.


Leadership Team

The Cedar Capital leadership team is made up of innovative thought leaders who have numerous years of experience in the financial industry. Our leadership team oversees operations and business performance, sales distribution, strategy and planning, talent development and retention, risk management, and external affairs. We put a very high emphasis on integrity and trust and forged a corporate culture that empowers our employees to make a difference.

Paul R. Ingersoll

Chief Executive Officer | Partner

    Paul Ingersoll

    Neil Peplinski

    Chief Investment Officer | Partner


      Yash Patel

      Chief Operating Officer | Partner

        Yash Patel

        Michael Balch

        Sales | Partner

          Michael Balch

          David Boon

          Chief Financial Officer | Partner

            Dave Boon

            Kevin Swanson

            Chief Compliance Officer

              Kevin Swanson

              Colleen Kelley

              National Accounts Director




                Sales Team

                Territory: New England

                Region: Northeast

                External Sales

                Matt Roma

                CT, MA, ME, NH, RI, VT



                Internal Sales

                OUR SERVICES

                For Asset Managers

                Cedar Capital offers a variety of solutions for boutique asset managers. Our infrastructure is set up to allow sales distribution, compliance, marketing, communications and operations to be fully integrated, giving our current asset managers the solutions that they need to run their business to the highest extent possible.

                For Financial Advisors

                Cedar Capital offers a single point of access to multiple innovative investment strategies. We work in an industry that has constant change and we understand that we have an obligation to contribute to the success of our advisors and their clients – and we offer that flexibility. We built our business model around that adaptability and we believe in the power of independent investment thinking. Each of the asset managers we associate our firm with concentrate on those investment styles and disciplines where they have expertise. Cedar Capital is disciplined in choosing firms we believe are of high quality, that are unique in their approach and philosophy, but most of all lead with integrity.

                Contact for more information.



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                Cedar.TV is Cedar Capital’s digital communications resource for investment professionals and their clients. From thought leadership videos to industry interviews, Cedar.TV delivers business and financial information on strategies that we distribute in addition to a dynamic network of information, people, and ideas.

                Visit Cedar.TV