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We combine an enhanced investment solution with technology, communication and a service-oriented team in our Target Drawdown Professional Series.

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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.

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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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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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.

4 days ago

Markets Seem to be in a Holding Pattern: Market Commentary from Cabana’s CEO – May 24, 2024 

This week we have seen the broad stock indices take a break and pull back following the recent bounce back above their 50-day moving averages. Bond yields have crept higher as well. The correlation between stocks and bond yields is no coincidence and is the result of continued restrictive Fed (the Federal Reserve) policy (high… Read the full article.

2 weeks ago

It Seems the Fed’s Message Earlier this Month was Good Enough for the Market: Market Commentary from Cabana’s Ceo – May 14, 2024 

Well, just like that stocks (the main indices) bounced back to reclaim their respective 50-day moving averages last week. Over four short trading days, investors put a technical end to the correction that began one month ago. Bonds have seen some daylight as well, with the 10-Year Treasury yield falling back below 4.5%. It seems… Read the full article.

4 weeks ago

A Flood of Earnings Data and the Federal Reserve Meeting: Market Commentary from Cabana’s CEO – May 3, 2024 

The past few days have seen a deluge of earnings data as well as the conclusion of the Federal Reserve meeting. Earnings continue to come in above estimates, but we are starting to see some cracks, most notable in big tech and the AI darlings. As everyone knows this niche of the economy has carried… Read the full article.