Chadd Mason

9 months ago

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Chadd has spent more than 25 years as an attorney in the state of Arkansas. He started his own law firm in 1995, and in 2011 was appointed by the Governor of Arkansas to serve the Fourth Judicial District as a Circuit Trial Judge for two years.

 After more than a decade practicing law, he discovered his passion for investing and helping clients achieve their financial goals. In the early 2000s he started a hedge fund, and with the help of a small team, developed a proprietary algorithm designed to help shelter investors from risk by allocating assets based on the current economic cycle. Chadd published a white paper on this concept, which can be found here: Adjusting Risk Within the Economic Cycle. A few short years later, he founded Cabana, LLC which is now the registered investment adviser within The Cabana Group. Cabana, LLC was ranked the #1 fastest-growing RIA in the country in 2018 by Financial Advisor magazine and was named 2018’s Asset Manager of the Year in the Southern U.S. by Wealth and Finance International.*

 Today, The Cabana Group or “Cabana” is the parent company of Cabana, LLC (dba Cabana Asset Management and Cabana Retirement Solutions) and Cabana Financial and shares common ownership with Cabana Law Group (dba Prevost, Shaff Mason and Carns, PLLC in the state of Texas). When forming Cabana, Chadd’s primary goal was to combine specialized knowledge in several professions to better serve individual investors, businesses and financial advisors.

 Chadd graduated from the University of Arkansas with a B.A. in Psychology and went on to earn a Juris Doctor degree from the University of Denver. In 2013, he graduated Summa Cum Laude with a Master of Laws degree in Financial Services and Wealth Management from Thomas Jefferson School of Law.

Disclaimers

This material is prepared by Cabana, LLC(d/b/a “Cabana Asset Management” & “Cabana Retirement Solutions”) and/or its affiliates (together “Cabana”) for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed reflect the judgement of the author, are as of the date of its publication and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Cabana to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Cabana, its officers, employees or agents.

This material may contain ’forward looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy. All investment strategies have the potential for profit or loss. All strategies have different degrees of risk. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. The information provided here is neither tax nor legal advice. Investors should speak to their tax professional for specific information regarding their tax situation. Investment involves risk including possible loss of principal.

Cabana LLC, dba Cabana Asset Management (“Cabana”), is an SEC registered investment adviser with offices in Arkansas, Texas and Colorado. Cabana only transacts business in states where it is properly registered or is exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding Cabana, including its fees, can be found in Cabana’s Form ADV, Part 2. A copy of which is available upon request or online at https://www.adviserinfo.sec.gov/.

Financial Advisor magazine is a monthly financial services publication that delivers market information, strategies and trends to help advisors better serve their clients. Registered Investment Advisers founded in 2015 or before with minimum AUM of $300 million were ranked based on number of clients in 2018, percentage growth in total percentage assets under management from year end 2017 to 2018, and growth in percentage growth in assets per client during the same time period. The Financial Advisor Magazine 2019 Top 50 Fastest-Growing Firms ranking is not indicative of Cabana’s future performance and may not be representative of actual client experiences. Cabana did not pay a fee to participate in the ranking and survey and is not affiliated with Financial Advisor Magazine. Working with a highly-rated advisor also does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be viewed as an endorsement of the advisor by any client and do not represent any specific client’s evaluation. Visit www.fa-mag.com or https://thecabanagroup.com/disclaimers/ for more information regarding the ranking.