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.

18 hours ago

Investors Seem Confident Enough to Push Major Indices Back Up Amidst Tariff Uncertainty: Market Commentary from Cabana’s CEO – April 29, 2025 

The back and forth on tariffs has given investors (mostly traders I suspect) enough confidence to push the major stock indices (the S&P 500) back up to near levels seen when “liberation day” was announced and the free fall began. I have included a chart below for reference (see yellow line).  SPY over the past… Read the full article.

2 weeks ago

How Do Investors Handle the Stock Market Roller Coaster?: Market Commentary from Cabana’s CEO – April 16, 2025 

You never know what you are going to get when it comes to investing. At least over the short to medium term. The past two weeks are the epitome of this maxim. Sometimes it’s a financial crisis caused by over leverage (2008-2009), sometimes it’s a novel and deadly virus that shuts down the entire world… Read the full article.

4 weeks ago

Markets Plunge in Response to Tariffs and Possible Trade War: Market Commentary from Cabana’s CEO – April 4, 2025 

Following Trump’s announcement to impose the steepest American tariffs in a century on Wednesday, the stock market plunged yesterday, China retaliated, and the market drop worsened today.   I imagine all of this is leaving many investors panicked and advisors feeling uncertain of how to react. Below are some of the questions we’ve been answering for… Read the full article.