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.

4 days ago

Conflict, Uncertainty, and Keeping it Simple: Market Commentary from Cabana’s CEO – June 20, 2025 

Today, my heart and prayers go out to all the people across the world in harm’s way. War and conflict continue to rage in Eastern Europe and the Middle East, with the threat of even greater escalation. Let us hope that our leaders are blessed with wisdom and compassion. There are a lot of innocent… Read the full article.

2 weeks ago

The Stock Market Continues to Climb Back to Pre-Tariff Levels: Market Commentary from Cabana’s CEO – June 13, 2025 

The move back up has been choppy – but up, nonetheless. It seems investors are settling on the idea that the announcement of tariffs in early April followed by the constant back-and-forth by our administration has been more bark than bite. Setting aside the obvious confusion and immediate sell-off in stocks and bonds, the realization… Read the full article.

1 month ago

The Past Three Months Have Made Planning and Predicting Rather Difficult: Market Commentary from Cabana’s CEO – May 16, 2025 

The past ten days have seen lower inflation data, which is good news, but doesn’t mean we have resolved it altogether. The tariff back and forth is a major cause for concern going forward. April CPI (Consumer Price Index) rose 0.2% and sits at 2.3% year over year. This is the lowest reading since February… Read the full article.