Case Study

Caldwell Sutter Capital

After a variety of strategic acquisitions, Caldwell Sutter Capital found themselves needing one comprehensive reporting solution that could simplify and automate much of their back office.

Caldwell Sutter Capital is a hybrid RIA/broker-dealer located in the western United States that is focused on value investing. Caldwell Sutter employs unique, customized equity and now fixed income strategies, focused on delivering long-term, tax-efficient, risk-adjusted growth and income for clients.

As part of that process and philosophy, Caldwell Sutter Capital relies on a tightly integrated core tech-stack that allows them to serve clients no matter where their money is located.