Purposeful, Relational Family Office Services and Expertise

We focus on building trusting relationships with our clients in order to better understand their unique needs and provide products and services to help them manage wealth and pursue a lifestyle of ease and affluence.

Our Family Office team is made up of financial and legal experts who can help you with everything from retirement, risk management and estate planning to insurance, tax management and saving for higher education.

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Market commentary and industry insights delivered right to your inbox.

Subscribe to receive market updates each Monday from our CEO, monthly tips, real-life stories and thought leadership on trends and news in finance and the world today.

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Multi-Strategy Series

Stay Invested – Responsive – Resilient - Tax-Efficient

Cabana’s Multi-Strategy Series is built with the goal of providing tax-efficient portfolios that we believe will be responsive to changes in the macro-economic cycle while remaining invested and being resistant to whipsaw during volatile markets.

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Committed to fair representation and transparency.

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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You are your greatest investment.

Share how you invest in yourself.

#CabanaInvestInYourself

What’s new?

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

5 days ago

It Was a Big Week on the Inflation Front: Market Commentary from Cabana’s CEO – February 14, 2025

We had a big week on the inflation front as we got the January CPI numbers on Wednesday and the PPI numbers on Thursday. The CPI is backward looking in that it reflects prices paid by consumers last month, while the PPI is forward looking and reflects what producers paid for raw goods last month… Read the full article.

2 weeks ago

Fundamentals Look Good at the End of a Very Busy News Week: Market Commentary from Cabana’s CEO – February 7, 2025

Between the Trump tariff tango, the new plan for Gaza, the layoffs of thousands of government workers, corporate earnings and this morning’s unemployment data we have had a busy week indeed. Sometimes it is hard to tell what matters to us as investors and what is… well… something else.  I do know that earnings, interest… Read the full article.

4 weeks ago

When the Stock Market Had a Great Day… Did it Really?: Market Commentary from Cabana’s CEO – January 23, 2025 

I talk quite a bit about the difference between the market cap weighted indices like the Nasdaq 100 (QQQ) and S&P 500 (SPY) compared to the equal weight S&P 500 (RSP), and the false impression investors are often left with when it comes to what is really going on in the “market”. Yesterday was a… Read the full article.