Cabana Advisor Tool

The purpose of the CAT is to allow financial advisors to review how Cabana’s investment approach may have behaved during different market cycles for individual clients based on hypothetical performance analysis of back-tested data. Please contact Cabana with any questions or comments about the CAT.

Please contact Taylor Woodard (taylor@thecabanagroup.com) with any questions or comments about the CAT.

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By accessing the Cabana Advisor Tool, you represent, warrant and agree that:

  1. You have read and will abide by the Terms of Service;
  2. You have read and will abide by the Privacy Policy;
  3. You will only use the Tool in accordance with your advisory firm’s relevant policies and procedures; and
  4. The advisory firm you represent has approved of your use of: (i) the Cabana Advisor Tool; and (ii) any client-facing educational material derived from the Tool.