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    • Home
    • About
      • Damian Palfini, CFP®
      • Ted Palfini
      • Dorothy Palfini
      • FAQ
      • Investment Philosophy
    • What We Do
      • Investment Management
      • Financial Planning
      • Crypto
    • Blog
    • Contact Us
    • Client Portals
      • Investment Login
      • Planning Login

  • Home
  • About
    • Damian Palfini, CFP®
    • Ted Palfini
    • Dorothy Palfini
    • FAQ
    • Investment Philosophy
  • What We Do
    • Investment Management
    • Financial Planning
    • Crypto
  • Blog
  • Contact Us
  • Client Portals
    • Investment Login
    • Planning Login

Creating wealth is more than just saving, it's making your money work for you.


Someone, probably

Traditional

Robo-Advisor

Robo-Advisor

Our standard custom asset management solution for creating individual portfolios based on your specific objectives, risk tolerance and time horizon.

Robo-Advisor

Robo-Advisor

Robo-Advisor

An entirely digital experience from account opening to automatic rebalancing, primarily used for young savers and investors just starting out. 

Included Financial Planning

Household Assets >$250k

Household Assets >$250k

Household Assets >$250k

Ongoing financial planning for addressing planning areas of your choice or as challenges arise.

Household Assets >$1m

Household Assets >$250k

Household Assets >$250k

Annual comprehensive financial plan included and ongoing planning and support.

Robo-Advisor

Household Assets >$250k

Robo-Advisor

No financial planning is included with automated investment accounts.

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 of an investment advisor does not imply any level of skill or training.

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