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Cabana claims compliance with the Global Investment Performance Standards (GIPS) and all of its portfolios are third-party verified consistent with GIPS.

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Target Drawdown Series

We combine technology, solid economic principles and real-time data to offer advisors and investors a consistent and disciplined investment approach in our Target Drawdown Portfolios.

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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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Client 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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