Cardiff Park Advisors, based in Carlsbad, CA, is a fee-only investment advisor specializing in passive and index portfolio management. With over $2.2 billion in assets under management as of Q1 2023, their experienced team offers unbiased advice rooted in Nobel prize-winning research to help clients reach their long-term financial goals.
Established in 2003 and regulated by the SEC since 2006, Cardiff Park is known for its comprehensive wealth management services for individual investors, families, trusts, endowments, and businesses with $1 million or more to invest. They focus on providing goal-based portfolios, a fiduciary approach, and a proven investment strategy that emphasizes cost efficiency and long-term profitability through passive investing.
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