You should consult your own tax, legal, accounting, and financial advisors before engaging in any transaction. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, accounting, or personalized investment advice. Additional information regarding Cabana, including its fees, can be found in Cabana’s Form CRS and Form ADV Part 2A, copies of which are available upon request or online at and or This material is proprietary, and is not to be copied, reproduced, altered, deconstructed, or distributed without the express written consent of Cabana, LLC.
Investment drawdown registration#
Registration as an investment adviser is not an endorsement of Cabana by securities regulators and does not mean that such investment adviser has achieved a specific level of skill or ability. Cabana only transacts business in states where it is properly registered or is exempted from registration requirements.
Investment drawdown professional#
Target Drawdown Professional 13 DisclaimerĬabana LLC, dba Cabana Asset Management (“Cabana”), is an investment adviser registered with the SEC. By utilizing Cabana ETFs, we strive to improve the performance, cost and tax efficiency of our actively managed Professional Series. All Cabana ETFs are comprised of a mix of broad asset-class ETFs.
Investment drawdown series#
In September 2020 and July 2021, Cabana released two families of proprietary ETFs for use within the Target Drawdown Professional Series – Target Drawdown ETFs and Target Leading Sector ETFs (“Cabana ETFs”). In our view, all portfolios in Cabana’s Target Drawdown Professional Series provide a viable option for most long-term investors. The Target Drawdown Professional Series was designed exclusively alongside a suite of custom services for professional investment advisors and their clients. Like other Target Drawdown Professional Portfolios, this portfolio numerically defines risk objectives, but may be appropriate for investors seeking growth opportunities with tolerance to a higher volatility asset allocation.
Its allocation allows for potential capital appreciation of growth assets during times of favorable conditions, while maintaining its targeted risk parameters through exposure to inversely- or non-correlated assets during periods of less favorable market conditions. The portfolio primarily invests in broad asset class ETFs among the five major asset classes. The objective of this portfolio is to seek a limited volatility range (“target drawdown”) of thirteen percent (13%) from peak to trough. The Target Drawdown Professional 13 is one of five portfolios in Cabana's longest-running product series – its Target Drawdown Professional Series. Target Drawdown Professional 5 Target Drawdown Professional 7 Target Drawdown Professional 10 Target Drawdown Professional 16 Target Income Portfolio