$1.5B AUM | $3.5MM Rev in
We are looking to acquire! Founded in 2007, Cabana Asset Management brings wealth management, retirement solutions, legal counsel and traditional financial services under one roof. Financial Advisor magazine named Cabana the #1 fastest-growing RIA in the U.S. in 2018 and #2 in 2019. We’ve recently partnered with a +$180B global asset management firm to aggressively expand our +$1.5B in AUM through mergers & acquisitions of financial advisors and firms.
We are looking for RIAs interested in selling and continue working (sell and stay). Let us deal with compliance and back-office while we help you grow AUM.
Cabana has changed the way advisors and their clients think about risk and investing. In 2012, we created the industry’s first-ever Target Drawdown Portfolios, which numerically quantify acceptable levels of risk (from 5% to 16%) at the beginning of the investment process. This level of transparency helps to manage client expectations and to keep clients invested during all market cycles. Our core portfolios are rated 5 stars overall by Morningstar Inc, and all of our Target Drawdown Professional Series composites are third-party examined consistent with GIPS® (Global Investment Performance Standards).
Our tactical, rules-based investment approach is available to our advisor partners in separately managed accounts (SMAs), collective investment trusts (CITs), and our hedge fund.
For more information about selling your business or joining our team, please email ___ and visit ___ for our track record and more info about us.
Important disclaimers regarding our portfolio strategies and the above mentioned awards can be found at ___ The Target Drawdown Professional Series is part of Morningstar’s Tactical Allocation category, which is made up of 306 total funds. © 2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Cabana Asset Management claims compliance with the Global Investment Performance Standards (GIPS) and all of its Target Drawdown Professional Series composites are third-party examined consistent with GIPS®.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS Report and/or a firm’s list of composite/pooled fund descriptions