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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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.

3 days ago

Volatility has Picked up After a Smooth Fall: Market Commentary from Cabana’s CEO – December 17, 2024  

Let me start by apologizing for the irregular market commentary since October. Our marketing team (Georgia) had her second baby on September 27. He decided to come a little early and she has been out on maternity leave working on growing him up since then. He is doing great and she will be back full… Read the full article.

1 month ago

The Election and the Fed Meeting are Behind Us… What’s Next?: Market Commentary from Cabana’s CEO – November 14, 2024  

We got through the presidential election and the latest Federal Reserve meeting without so much as a hiccup. The Fed dropped the federal funds rate by 25 basis points, as expected. Trump won by a landslide, which was maybe not so expected. Investors took it all in stride and began rotating into sectors likely to… Read the full article.

2 months ago

Babies, Rate Cuts and Elections… Oh My!: Market Commentary from Cabana’s CEO – November 1, 2024 

We are back after a one-month hiatus following the birth of Mason Benjamin Searcy, the beautiful baby boy of Georgia Searcy, our CMO and head of all things communication. By the way… he is also my grandson. Did I mention he was beautiful?  So, what’s been going on in the markets? We have seen interest… Read the full article.