Managing wealth comes with unique
challenges, for clients with
specialized investment needs whose
portfolio would benefit from additional
investment management resources,
Cavalry can recommend appropriate
third-party asset managers to fill
these particular allocation need.
The use of third party asset managers (TPAMs) allows qualified clients to build customized investment portfolios that include their preferred managers, hedge funds, and other specialized sector investment strategists into their allocation mix.
If third-party allocations are a preferred part of your investment strategy then you’re in good company, Cavalry through our partnership with Envestnet, makes available 2,500+ professional money managed portfolios and 5,000+ fund and ETFs to choose from.
Our platform offers clients the ability to design a flexible diversified lineup of asset managers and funds to help you and your advisor research, select, and build the ideal customized portfolio, and once in place, your advisor can assist you in managing your allocations by monitoring the performance of each money manager and other holdings.
* Third-party asset managers (“TPAMs”). Clients will enter into a third-party advisory agreement with the TPAM and will receive portfolio monitoring and portfolio review services from Cavalry. When employing TPAMs Cavalry does not hold discretion over your third-party manager selections.
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