Trust Portfolio Management
There is no such thing as a "typical" trust client. Trusts are used by people of all ages to achieve a wide variety of goals, and every trust has a unique purpose in mind — but one common element among most trusts is that they hold assets that require some level of management.
Serving as the eyes and ears for your trust, at every level of management.
Cavalry helps clients design and prepare trusts by prioritizing goals and managing trust portfolio assets, both in-house and through a variety of third-party asset management specialists.
Our goal for every trust is to ensure its assets are allocated and managed to our client's specifications, working in harmony with the trustee's own fiduciary responsibilities.
Whether your trust portfolio management is part of a larger estate administration, simply provides for the health, maintenance, and education needs of a family member, or aids a charity — sometimes it's a combination of all of these.
We believe each client has a unique set of investment needs. Our philosophy is to build a broadly diversified portfolio that reflects that uniqueness.
How We Tailor Your Investment Solution
Helping you define your investment objectives.
Developing a mix of investments to suit those objectives.
Communicating and reporting regularly on the performance of your investment portfolio.
Providing custody of assets.
Delivering understandable, accurate, and timely account statements.
Specialty Assets We Also Manage
In addition to managing your securities portfolio, we're equipped to manage other kinds of specialty assets held in trust.
Residential & Commercial Land
Minerals, Oil & Gas
Agricultural
Have a Trust That Needs Managing?
Let's talk through what your trust is meant to accomplish, and how we can help carry it out.
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