We are no longer providing direct Crypto Asset Management services due to changes at our custodian, Gemini. We will continue to provide tax planning, investment advice and other suport for cryptoassets.
Our standard custom asset management solution for creating individual portfolios based on your specific objectives, risk tolerance and time horizon.
An entirely digital experience from account opening to automatic rebalancing, primarily used for young savers and investors just starting out.
Ongoing planning as challenges arise, may require additional fee at our discretion based on complexity.
Annual comprehensive financial plan, ongoing planning and support included.
Financial planning is charged separately for all Robo-Advisor accounts regardless of account size.
Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, 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.
© 2023 Cavalot Capital - All Rights Reserved