Investment Accounts, Structured Around You
When it comes to taking care of your money, you don't want to do it alone. Cavalry's personalized service, honesty, and attention to detail are what make our investment relationships so strong — with recommendations and allocations focused on your interests, and portfolios customized to your goals and lifestyle.
Clients turn to Cavalry to manage their wealth because when it comes to taking care of your money, you don't want to do it alone. We help identify blind spots and guide the investment decisions that shape your financial future.
Built Around How You Want It Managed
Advisor as Portfolio Manager
Your Cavalry advisor manages the portfolio directly, building and adjusting it around your goals.
Mutual Fund & ETF Portfolios
Diversified portfolios built from mutual funds and exchange-traded funds, managed to a target strategy.
Separately Managed Accounts
An account managed by a professional money manager, holding individual securities directly in your name.
Unified Managed Account
Multiple strategies and managers combined into a single account, coordinated under one overall plan.
We simplify account management by handling your investment accounts on your behalf — using our in-house advisor-managed portfolios, or one of the professional money managers available through the Envestnet platform.
Additional Investment Vehicles
For clients who need it, we also have access to a broader set of investment options.
Ready to Structure Your Investment Accounts?
Let's start with a conversation about how you want your accounts managed, and what fits your goals best.
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