Overview

We are simply the best at managing money and are looking for RIA and RIA rep opportunities to manage or sub-manage existing and growing books of business.

We provide tactical management with safety always in the forefront. Please see our fact sheets at ___

Please contact me if you are looking to continue to earn a fair fee on your book, but are wanting to slow down or transition to a passive or semi-passive role.

My name is Neal Prevost. I am one of the principals at The Cabana Group. My email address is ___

Market
RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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