Perspective amidst the COVID-19 pandemic and economic disruption.

We have compiled a collection of resources, announcements and blog posts on the current market and our process to keep clients and advisor partners informed during this unprecedented time.

View Resources
SVG

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.

Target Drawdown Professional Series

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.

Comprehensive Solutions for Your Clients

Target Drawdown Professional 7 and 16

As of 9/30/2020, these funds are rated four or five stars overall by Morningstar Inc. The Target Drawdown Professional Series is part of Morningstar’s Tactical Allocation category, which is made up of 291 total funds.

Committed to fair representation and transparency.

Cabana Asset Management claims compliance with the Global Investment Performance Standards (GIPS) and all of its portfolio composites are third-party examined consistent with GIPS.

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.

Work with Us
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.

Work with Us

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.

7 days ago

Broad Market Indices Reach All-Time Highs Again, This Time Paired with a Stronger Economy: Market Commentary from Cabana’s CEO – January 12, 2021

Equity markets have begun the year in positive territory, continuing the move that started in early November. This is the result of investors projecting additional stimulus on the back of a Biden presidency and a  Democrat-controlled Congress. We are seeing money move into cyclicals like transportation, industrials, and energy. This has occurred at the expense of… Read the full article.

2 weeks ago

Markets Drop to Start the New Year: Market Commentary from Cabana’s CEO – January 4, 2021

I hope all our investment and advisor partners had a wonderful holiday week spent with family and loved ones. It is all that really matters at the end of the day. I also hope each of you are healthy, as are as those that you care about. That cannot be emphasized enough these days. U.S…. Read the full article.

4 weeks ago

A Year Unlike Any Other: Market Commentary from Cabana’s CEO – December 22, 2020

Well… 2020 just can’t end soon enough for me. COVID just keeps coming – and in novel ways. We are now faced with the emergence of a new and particularly contagious strain that appeared in the UK over the past several weeks. The situation is bad enough that the entire country has shut down and travel… Read the full article.