- Investment Management

Seems easy enough, but what now?

You figured out how to allocate your 401k or investment account and you even managed to get your account to grow. But maybe things have started to get more complex:

How do I know I am not wasting money on taxes for no reason?
How do I know I am not wasting money on fees and expenses?
How do I know when to sell something?
How does a significant life event change your strategy?
How do I know what to buy and when?
How do I keep from making emotional decisions based on the news story I just saw?
How do I know I'm not messing everything up?

Integrated Portfolios

Professional Management

We manage your investments at the household level to optimize investment & account types to achieve your objectives

Professional Management

Managing risks at the position, portfolio & overall household level is where we shine. We provide separation between you & your portfolio to ensure we are investing to meet objectives, not emotional whims

Investment Costs eat returns

Paying for guidance & advice regarding your investments can be incredibly beneficial, getting bamboozled by someone selling financial products or falling for investment fads rarely are

Ongoing Monitoring

Investment Costs eat returns

Periodic rebalancing, tactical allocation decisions, assessing economic conditions, managing distributions & just having someone to bounce ideas off. We've got you.

We Invest With:

LONG-TERM ORIENTATION

Investment assets should be fully invested at all times, attempting to time market ups and downs doesn't work

Strategic Allocation

LONG-TERM ORIENTATION

But allow market conditions to influence allocations in satellite positions while maintaining a steady core

Tax-Efficiency

LONG-TERM ORIENTATION

Tax-Efficiency

Nominal & after-tax returns are very different. Strategies like asset location & tax-loss harvesting can greatly improve REAL returns

We Select Investments:

With Purpose

With an Eye on Valuation

To Match Liabilities

Each investment in the portfolio contributes to achieving the overall account objective, we aren't collecting stocks

To Match Liabilities

With an Eye on Valuation

To Match Liabilities

Investments should match or offset specific liabilities, risks or goals according to their respective time horizon

With an Eye on Valuation

The attractiveness of any investments is directly proportional to the price paid, the greatest asset can be a horrible investment

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Nevada, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, cryptocurrency, protocol, token or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Investing is simple, but don't be fooled into thinking it is easy

Why Invest?

Seems easy enough, but what now?

This IS What We Do Every Day

Integrated Portfolios

Professional Management

Professional Management

Professional Management

Professional Management

Professional Management

Investment Costs eat returns

Investment Costs eat returns

Investment Costs eat returns

Ongoing Monitoring

Investment Costs eat returns

Investment Costs eat returns

We Invest With:

LONG-TERM ORIENTATION

LONG-TERM ORIENTATION

LONG-TERM ORIENTATION

Strategic Allocation

LONG-TERM ORIENTATION

LONG-TERM ORIENTATION

Tax-Efficiency

LONG-TERM ORIENTATION

Tax-Efficiency

We Select Investments:

With Purpose

With an Eye on Valuation

To Match Liabilities

To Match Liabilities

With an Eye on Valuation

To Match Liabilities

With an Eye on Valuation

With an Eye on Valuation

With an Eye on Valuation