There is no such thing as a “typical” trust client. Trusts are used by people of all ages to achieve a wide variety of goals and every trust has unique purpose in mind. One common element amongst the majority of trusts however is that they usually hold assets that require some level of management.

Cavalry helps clients design and prepare trusts by prioritize goals and manage trust portfolio assets both in house and through a variety of third party asset management specialists — serving as the eyes and ears for your trust, we create a seamless experience at every level of trust management.

Our goal for every trust is to ensure the trust’s assets are allocated and managed to the wishes of our client specifications, working harmony with the truste 

whether your trust portfolio management is apart of a larger estate administration, or simply to provide for the health, maintenance, and education  needs of a family member, or aiding a charity. Sometimes it’s a combination of all of these.We believe that each client features a unique set of investment needs. Our philosophy is to make a broadly-diversified portfolio that reflects your uniqueness. We tailor investment solutions by:

• Helping you define your investment objectives.
• Developing a mixture of investments to suit those objectives.
• Communicating and reporting regularly on the performance of your investment portfolio.
• Providing custody of assets.
• Delivering understandable, accurate and timely account statements.