Our Managed Portfolios
Professionally managed portfolios driven by our unique valuation approach with tailored risk exposures and targeted investment objectives.
Portfolio construction is a complex business, it can be made especially challenging if you are limited on knowledge or research resources, or if you just don’t have the time to carry out the mechanics of managing money and trading your portfolio.
Through TD Ameritrade, and the Evnestnet investment management platform, Cavalry Financial delivers diversified advisor-directed models and sleeves that clients may elect to include in their portfolios.
Designed and manage to meet an array of investment objectives and risk tolerances, Cavalry simplifies portfolio construction by offering clients the benefits of a disciplined investment management approach without having to do the granular research.
Our advisors have access to market-leading research and tools for evaluating each investment recommendation and can carry out transaction and execution services within your portfolio, tracking the performance of our models monthly and adjusting allocations.
Our clients receive personalized strategies, responsive execution, and full customization and transparency in their portfolios. Adujusting and rebalancing when rapid changes occur in markets or your investment priorities change, the advisor is there to facilitate the operational adjustments to keep your portfolio aligned with your investment priorities.
It is as if you have your own full-scale investment team without incurring the cost and complexity of building it.
Building a Portfolio Confidently
Our managed portfolio and model sleeves save you time and help you stay invested for the long term. Model portfolios offer by Cavalry Financial Services Company, LLC, and TD Ameritrade Investment Management, LLC, are goal-oriented. They allow clients to select from different in-house managed sleeves to include into a portfolio tailored to each client’s specification.
Your Cavalry advisor provides ongoing monitoring, allocation, and rebalancing of the following types of managed portfolios.
Cavalry Financial offers access to customizable aggressive portfolios through our in-house managed growth sleeves spanning numerous growth sectors. Our models are design and manage to adhere to a common theme of the sleeve with full advisor discretion over holding and allocation decisions. Clients may select numerous
Cavalry Financial’s proprietary
Cavalry Financial offers access to customizable aggressive portfolios through our in-house growth sleeves that span . We design and manage models across numerous accelerated growth secorts to include
Cavalry Financial’s proprietary
Investment Strategies that Suit You
As your investment adviser, we’re here to create recommendations that are in your best interest. meaning we start by being attentive to what you want:
Strategic Asset Allocation
Day-to-Day Portfolio Management
What are your investment concerns?