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Thomas Koleski

Cedar Capital Advisors

330 E. Main St.
3rd Floor

Barrington, IL 60010
(312) 2855737

Independent - Client Focused - Fiduciary

About Cedar Capital Advisors

Cedar Capital, LLC is a Registered Investment Adviser located in the heart of Barrington, Illinois. Cedar Capital Advisors, the direct client arm of Cedar Capital, LLC, is led by head financial planner and accredited investment fiduciary, Thomas Koleski. Tom has over 14 years' experience within the financial industry and is backed by a team with MBAs from The University of Chicago Booth School of Business with over 45 years of portfolio construction experience combined.

Koleski and the investment team merged forces in 2017, allowing Tom to focus more on the individual investor. His mission was to offer personalized service with convenient office hours, one-on-one meetings and a comprehensive list of investments, all while helping his clients pursue their vision of financial success.

Tom has the flexibility to accommodate a wide range of client preferences and risk profiles; keeping with the 'big enough to serve, small enough to care' mentality that Tom has instilled.

Our goals at Cedar Capital Advisors are simple:

- Always act in the client's best interest and provide them with objective advice

- Provide our clients with what we believe to be institutional-like quality portfolios

- Educate, have fun and treat the client as family

Whether it's your first time working with a financial planner or you'd like to get a second opinion; please contact us for a complimentary portfolio review.

General Information

Firm Start Year

2007

No.of Employees

5-9

CRD#

4941185

Firm CRD#

174020

Work Experience

I've been in the Financial Services Industry since 2005 and have had experience working on both the institutional and retail side of the business.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via email, Via phone, At your home, Video Conference, At my office

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Fiduciary® (AIF)

Firm Information

Advisor's Number of Clients

35

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

$50000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%