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our mission:

make portfolios smarter

Focused on the Evolution of Adaptive Correlation

 
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our products seek to:

Enhance performance in up markets by playing offense.

Reduce losses in down markets by playing defense

 

Explore our Products & Portfolios:

our beliefs:

1.  Clients want benchmark-like returns in up markets, and protection in down markets. 

2.  Behavioral finance confirms clients want it all, but experience:

a.  greed during over-performing market periods

b.  fear from rapidly falling market conditions

 

Cavalier offers products that assure Financial Advisors deliver what clients expect.

 

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over a century of experience