Cavalry's Managed Portfolios - The Financial Cavalry

Advisor Directed Portfolios

Professionally managed portfolios with tailored risk exposures and targeted investment objectives just the way you ordered it.

Portfolio construction requires research, resources, and considerable time commitment. At Cavalry Financial, we eliminate these barriers through our advisor-directed portfolios and partnership with Charles Schwab and Envestnet investment management.

Access advisor assisted and advisor directed portfolio management services, designing a portfolio ETF and mutual fund portfolios tailored to various investment objectives and risk tolerances that allow you to include these professionally managed components within your broader investment strategy.

Your Cavalry advisor provides ongoing monitoring, allocation adjustment recommendations, and portfolio rebalancing, but the trading is completed by a professional money management team, giving you the benefits of disciplined investment management without the burden of conducting granular research. Our goal-oriented approach simplifies the complexity of portfolio construction while maintaining personalized attention to your specific financial objectives.