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

A premium Target Drawdown solution and suite of services available exclusively to partner firms and advisors.

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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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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

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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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What’s new?

Explore our blog to read up on the latest news within our firm and beyond.

11 hours ago

Markets are Rotating out of Technology… What Does it Mean?: Market Commentary from Cabana’s CEO – July 26, 2024  

We mentioned the long overdue rotation out of tech a couple of weeks ago and the likelihood that we would see the large market cap weighted indices (SPY and QQQ) suffer a pullback as a result. These indices have been the beneficiaries of the big tech AI phenomena for the past year and are now… Read the full article.

2 weeks ago

Stocks Moved Higher as Investors Waited for Thursday’s CPI Report: Market Commentary from Cabana’s CEO – July 12, 2024  

Stocks have moved higher over the past week, once again led by “Big Tech”. Bonds and corresponding yields have mainly stayed put. All this has occurred as investors waited for the release of Thursday’s June CPI report.   Analysts were predicting a further drop in inflation compared to May (MOM or month-over-month) and this time last… Read the full article.

3 weeks ago

A Unique Week in the Markets Following Thursday’s Presidential Debate: Market Commentary from Cabana’s CEO – July 3, 2024  

On Friday, we got some good news on the inflation front with a lower than forecast PCE report. This should have caused bond yields to drop and bond prices to rise. Stocks of all types should have followed suit with interest rate sensitive sectors like real estate, dividend payers, small caps and the like leading… Read the full article.