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We combine an enhanced investment solution with technology, communication and a service-oriented team in our Target Drawdown Professional Series.

A premium Target Drawdown solution and suite of services available exclusively to partner firms and advisors.

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Cabana Asset Management claims compliance with the Global Investment Performance Standards (GIPS®). All of the firm’s SMA composite performance is constructed and maintained by an independent third party, Longs Peak Advisory Services.

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Awards and Recognition

For the last four years The Cabana Group has been ranked one of FA Magazine's Top 50 Fastest Growing Firms in their annual RIA Survey and Ranking

#15

2022

Received in July 2022. Registered Investment Advisers with minimum AUM of $500 million were ranked based on AUM increase from 2020 to 2021. Created and tabulated by FA Magazine. The Cabana Group did not directly or indirectly compensate FA Magazine to participate in this survey.

#31

2021

Received in July 2021. Registered Investment Advisers with minimum AUM of $500 million were ranked based on AUM increase from 2019 to 2020. Created and tabulated by FA Magazine. The Cabana Group did not directly or indirectly compensate FA Magazine to participate in this survey.

For additional important disclaimers and information regarding award ranking methodology can be found here.

Advisor Experience

Grow and scale your business.

Manage client expectations.

Increase profitability.

Our active portfolio management and time-tested investment approach, coupled with professional back-office support, will give you the tools to grow your business, improve retention and help more clients, while we do the rest.

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Family Office Experience

Experts at your fingertips.

In-depth, creative solutions.

Collaborative family office approach.

Unlike traditional financial services firms, we ensure that everyone - from your CPA to financial advisor and attorney - is working toward the same goal. We believe that coordination of advisors is the key to client protection, planning and success.

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What’s new?

Explore our blog to read up on the latest news within our firm and beyond.

18 hours ago

The Market Correction Continues: Market Commentary from Cabana’s CEO – April 19, 2024

The market correction continues in the face of the reality that rate cuts are likely not on the way anytime soon. We have seen three straight months of sticky inflation, coupled with a red-hot economy and a very strong job market. It is obvious that the tail risk right now is higher inflation, not a… Read the full article.

1 week ago

March CPI Numbers May Have Started a Foreseen Correction in Stocks: Market Commentary from Cabana’s CEO – April 11, 2024 

Investors got the March CPI numbers yesterday (Wednesday) morning and unfortunately, they came in above expectations pretty much across the board. The rising inflation we saw in the January and February data appears to be a trend – and a trend in the wrong direction. Prices for rent, insurance and other swaths of the economy… Read the full article.

2 weeks ago

CPI, PPI, PCE, Jobs Report and More: Market Commentary from Cabana’s CEO – April 5, 2024 

Last Friday we got the PCE inflation report, and it was “in line” with expectations. This followed two reports (CPI and PPI) earlier in the month that were hotter than expected. I was worried that another similar report would be the catalyst for higher bond yields and a correction in stocks. The reason is two-fold…. Read the full article.