Cedar Point Capital Partners
We’re focused on cultivating personal, lifelong relationships with our clients, built on trust, transparency and our own evidence-based approach to investing.
It’s not just about your money, your taxes or your business bottom line; it’s about maximizing all of your financial and human capital to build a life you’re proud of. It’s a philosophy we believe in so strongly, we built it into our name. How so?
Cedar - An homage to the Cedar River that bisects Cedar Rapids and connects us with Johnson County and the greater Eastern Iowa region that we call home. It grounds us and offers us an organic connection—just like we’re seeking with our clients.
Point - While Cedar Point may sound like a picturesque spot anywhere along the banks of the river, it’s real purpose in our name is to describe our approach to investing. When it comes to financial advice, we keep it to the point, and specifically designed for your point in life.
Capital - Your capital is more than just your assets or your investments—it’s your relationships, your skills and your hard-earned knowledge. We call it your “human capital,” and we’re just as focused on maximizing that as we are your financial capital.
Partners - We’re not just looking for customers or clients—we genuinely want to be partners in your life success, and good partners to the community we call home. You can count on us for transparent, unbiased guidance that puts your needs first.
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