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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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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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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.

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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.

1 month ago

The Big Federal Reserve Meeting Day is Upon Us: Market Commentary from Cabana’s CEO – September 17, 2024

After one of the biggest and fastest rate hike cycles in history, the Federal Reserve is all set to begin the unwinding of restrictive monetary policy of the past two years. Investors are pricing in a near certainty that we get our first rate cut tomorrow at the conclusion of the Central Bank’s September meeting…. Read the full article.

2 months ago

The Next Few Weeks May be Rocky Ahead of the September Fed Meeting: Market Commentary from Cabana’s CEO – September 5, 2024

August ended with a great rally off the lows seen at the beginning of the month. Incredibly, all the major indices finished in the black after starting the month down more than 5% in just a few trading days. Bonds also rallied as yields fell in anticipation of the Federal Reserve’s meeting beginning on September… Read the full article.