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.
our products seek to:
Enhance performance in up markets by playing offense.
Reduce losses in down markets by playing defense
Explore our Products & Portfolios:
News & Updates
Happy New Year everyone. 2018 could be an interesting year for the markets. With tax breaks, stock buy-backs will… https://t.co/bEmlq1KDpl
Our country needs solid leadership. We need to become better people, every day, and not revert to segregation and hatred. No place for it!
How much turmoil can the market absorb. Tilt to defense