Every portfolio has unique needs. When your investment strategy calls for specialized expertise beyond our core offerings, Cavalry connects you with carefully vetted third-party asset managers — filling the right gaps with the right resources.
Cavalry offers its clients, access to third party investment models and strategies via our open-architecture Model Distribution Services through Envestnet. Your advisors will work with the provider to onboard and update the models for use by our clients directly with Cavalry’s sub-advisory service. Cavalry handles the billing based on the model providers’ fee structure, streamlining the process for both our clients and the third-party model providers. The model providers list is available upon request, and there are additional proprietary models available to active Cavalry clients.
The use of third party asset managers (TPAMs) allows clients to build customized investment portfolios that include their preferred managers, hedge funds, and other specialized sector investment strategists into their allocation mix. Cavalry provides clients due diligence for any of the model providers we recommend.
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.
Thanks for stopping in.