At Cavalry we think about investment management differently than other advisory firms. For starters, we recognize that life is dynamic and that, like markets, change really is the only constant so you have to account for it in your planning.

Preferring to get to know our client’s investment style, we tailor investment programs to their individual needs. We learn about your family, your goals, your business, and all the different resources you have to achieve all of your dreams and reflect these in how we approach your portfolio risk.  Then we help you to identify and manage the investments that go into your portfolio, that way we not only know what you own, but we understand why you own it and how it can help your portfolio grow even as your life changes.

We also understand that clients come to us for this unique touch of individualized service because their lives are busy and they can’t always stay on top of the important areas of their finances and so they depend on us to build them an investment plan that anticipates their financial needs and reflect their highly individualized goals.

Our clients appreciate having a dedicated investment professional that can anticipate their needs anddeliver appropriate guidance and assistance when markets shift, keeping them on track to reach their personal financial goals.  

help manage your portfolio built and tended to by a qualified advisor who will work alongside you to help you decide what’s right for You, or establish a customized UMA account that you rebalance annually. 

Next, active market awareness and risk management are the two most critical components for investing in today’s economy. Truly knowing what you own and why you own it, right now, and having a systematic process for managing it defines the important elements of investing for today and for times ahead.

We believe in proactively managing where you’re invested at all times is paramount to proper risk management, this results in a more actively managed portfolio and tighter risk controls.

Our proactive investment approach lets us look out for our client’s blind spots by monitor domestic and global sentiments regularly, we screen our portfolios weekly looking for changes to fundamentals, market sentiment, and political risk that could upset our strategy.

If we see a need to shift course we don’t wait until the end of the quarter or rebalance once per year to adjust, we take decisive action to ensuring that your holdings are realigned with the data.