Cayside Partners

?? Cayside Partners Wins Top Honors at Family Wealth Report Awards ?? We are thrilled to announce that Cayside Partners has been recognized as a leader in the wealth management industry, earning two awards at the Family Wealth Report Awards 2025 in Miami: ?? Top Investment Management Team – Miami Region ?? Next Generation Wealth Program – Miami Region These accolades reflect our unwavering commitment to delivering tailored, conflict-free investment solutions and portfolio management, and empowering the next generation through education, family governance, and innovative strategies. Gratitude and Commitment: While we are deeply honored by this recognition, our greatest reward continues to be the successful outcomes we achieve for our clients. As Founding Partners Colin Hickey, Todger Strunk, and Tanner Strunk share: "Our mission has always been to provide highly personalized, conflict-free, and effective asset management tailored to today’s market complexities and needs of our families. These awards are a testament to our team’s dedication to continuous improvement, and we remain committed to delivering the best possible results for our clients." ?? The awards ceremony took place at the Penthouse at Riverside Wharf in Miami, where outstanding firms across the industry and South Florida market were celebrated. ? We are grateful for the trust our clients place in us and are excited to continue raising the bar in wealth management, helping families preserve and grow their wealth for generations to come. About ClearView Financial Media Ltd and Family Wealth Report Awards (“ClearView”) ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.?London-based, but with a global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running global thought-leadership events. Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, extended his congratulations to all winners "Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year. "We have seen a marked increase in entrants and interest in all our global awards programmes and Family Wealth Report is no exception. "These awards are beneficial as they give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers."

?? 2024 Review & 2025 Outlook ?? We’re excited to share our latest Cayside Quarterly Letter—a review of 2024’s market performance, emerging trends, and key investment opportunities for 2025. Last year saw remarkable highs in equity markets, groundbreaking advancements in AI, and significant shifts in fiscal and monetary policies. As we step into 2025, we remain committed to helping our clients navigate these dynamic times with thoughtful strategies and innovative solutions. Here’s to a year of growth, opportunity, and collaboration. ?? #InvestmentStrategy #MarketUpdate #CaysidePartners #RIA #Multifamilyoffice #AlternativeInvestments #Portfoliomanagement

?? Our Managing Partner, Colin J. Hickey, CAIA represented Cayside Partners on a distinguished panel discussing “What’s Next for Digital Assets” and the role of Digital Assets in modern portfolio construction. The ALTSMIA 2024 conference took place at the iconic Eden Roc hotel in Miami, hosted by Markets Group #altsmia. A leading industry conference for alternative investments and portfolio construction. ?? Colin shared the stage with some of the top voices in the industry: ? Deborah Querub, Global Head at Citi Global Wealth ? Sven Huber, Partner at WE Family Offices ? Thejas Nalval, CIO of Parataxis Capital This engaging discussion highlighted the rapidly evolving landscape of digital assets and cryptocurrencies, the institutional adoption of digital asset strategies, risks that investors should be mindful of in the digital assets universe, and how digital assets can be thoughtfully integrated into portfolios to achieve diversification and growth. At Cayside Partners, we pride ourselves on delivering cutting-edge strategies that align with our mission to help families, foundations and business owners preserve and grow their wealth for generations. A huge thank you to MarketsGroup for organizing such a stellar event and to the panelists for their incredible insights! To learn more about our approach to wealth management and family office services, feel free to connect with us. We’re always excited to discuss how our expertise can create value for families navigating the complexities of today’s markets. #WealthManagement #DigitalAssets #bitcoin #cryptocurrency #AlternativeInvestments #FamilyOffice #CAIA #CFAsouthflorida #CaysidePartners #ALTSMIA2024 ALTS

Expertise in Alternative Investments: Colin Hickey, co-founder and managing partner, holds the Chartered Alternative Investment Analyst (CAIA) designation. This designation underscores our commitment to providing clients with sophisticated insights and strategies in alternative investments, including hedge funds, private equity and debt, real estate, digital assets, and other alternative investment strategies. In today's evolving investment landscape, alternative investments play a crucial role in portfolio construction and portfolio management by offering: ? Diversification: Reducing overall risk through uncorrelated asset classes. ? Enhanced Returns: Accessing niche opportunities with high growth potential. ? Risk Mitigation: Strengthening portfolios against market volatility. At Cayside Partners, we integrate this expertise into building personalized portfolios that align with our clients’ unique goals and long-term success. With our deep knowledge, network, and the resources of our team, we’re equipped to navigate the complexities of alternatives and unlock opportunities tailored to your family's objectives. ?? ?? #CaysidePartners #CAIA #AlternativeInvestments #WealthManagement #PortfolioConstruction #ClientSuccess #MultiFamilyOffice #RIA

??New Edition Altert??| The Cayside Review We wrapped up the end of Q3 with the latest edition of our firm's quarterly newsletter, The Cayside Review. The document below provides our takeaways on the upcoming election, current market trends, investment themes, and firm updates. We are looking forward to what the rest of 2024 has in store! #InvestmentStrategies #FinancialInsights #caysidepartners #familyoffices #fy24 #WealthBuilding #EconomicOutlook #MarketTrends #2024election

??New Edition Altert??| The Cayside Review We wrapped up the end of Q3 with the latest edition of our firm's quarterly newsletter, The Cayside Review. The document below provides our takeaways on the upcoming election, current market trends, investment themes, and firm updates. We are looking forward to what the rest of 2024 has in store! #InvestmentStrategies #FinancialInsights #caysidepartners #familyoffices #fy24 #WealthBuilding #EconomicOutlook #MarketTrends #2024election

As the summer flies by, we are incredibly proud of the success of our summer internship program at Cayside Partners. Our talented intern, Ryan Spilman, has brought fresh perspectives and energy, contributing to significant projects and learning experiences. It's inspiring to see the growth and dedication of college students. Thank you to our team for mentoring and guiding Ryan along the way. With the summer coming to an end and nearly halfway through the third quarter, we are seeing heightened volatility across markets and asset classes. Negative corporate earnings suprises, weak economic data, increased speculation around elections and geopolitical risks have all contributed to a 70% price increase in the CBOE Volatility Index since the start of the third quarter on July 1st. It’s more important than ever to stay prepared and stick to your strategic plan to best take advantage of the volatility while also protecting capital. Reach out to Cayside Partners for ideas on how we are navigating this unique time for global capital markets and investment opportunities. #multifamilyoffice #RIA #wealthmanagement #summerinternship #riskmanagement #portfoliomanagement

??New Edition Altert??| The Cayside Review We wrapped up the end of Q2 with the latest edition of our firm's quarterly newsletter, The Cayside Review. The document below provides our takeaways on current market trends, investment themes, and firm updates. We are looking forward to what Q3 has in store! #InvestmentStrategies #FinancialInsights #caysidepartners #familyoffices #fy24 #WealthBuilding #EconomicOutlook #MarketTrends

?? Congratulations to our co-founder and managing partner, Todger Strunk, CEPA?, for recently becoming CEPA certified! ??? ? The Certified Exit Planning Advisor (CEPA) designation is a testament to our commitment to helping business owners navigate the complex process of preparing their businesses for sale. With Todger's expertise, we can help business owners enhance their business's value, streamline operations, and provide holistic advisory support customized to their needs.? ? Thinking about selling your business or just want to make sure you’re ready for the future? Connect with us to learn how we can help you achieve your goals and secure your legacy.? ? #ExitPlanning #CEPA #BusinessOwners #Entrepreneurship #BusinessStrategy #ValueCreation #SuccessionPlanning #BusinessForSale?