Calado Capital

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Calado Capital — overview

About

Calado Capital is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, tax planning, liquidity needs, retirement readiness, equity compensation, portfolio management, and estate strategy. The wealth manager advises individuals, trusts, estates, for-profit organizations, other businesses, 401(k), 403(b), and other defined contribution plans, as well as plan sponsors and fiduciary committees.

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