Adaptive Investments is a mutual fund, ETF and separately managed accounts (SMA) advisory firm offering dynamic portfolio solutions that adjust to risk based on changing market conditions. Adaptive Investments was founded in 2015 and is the Investment Advisor to the Adaptive Funds.
INVESTMENT PHILOSOPHY
Cavalier Investments was founded on the principle that the 1950s era buy-and-hold tenet of the Modern Portfolio Theory no longer best serves investors in today’s turbulent markets. Cavalier adheres to the theory of adaptive correlation, which offers a more agile approach to reallocating assets with shifting markets, aiming to deliver investors both relative returns in up markets and protection against losses in down markets.
MANAGER SELECTION
Through extensive research and due diligence, Cavalier strives to identify managers who have demonstrated: benchmark performance in up markets; defensive positioning in down markets; consistent adherence to its stated investment philosophy; continuity of management team; and long-term performance that meets or exceeds our fiduciary scoring review.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 12600 Deerfield Parkway, Suite 100, Alpharetta,ga 30004,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- cavalierinvestments.com
- Keywords
- Investment Manager Selection, Ongoing Due Diligence, Putting Our Process to Work, Smart. Tactical. Adaptive..
- HQ
- Alpharetta, GA
Adaptive Investments Questions
Adaptive Investments's website is cavalierinvestments.com
Adaptive Investments's LinkedIn profile is https://www.linkedin.com/company/adaptiveinvestments
Adaptive Investments has
8 employees.
View email and phone details for 8
employees at Adaptive Investments.
Adaptive Investments's industry is
Investment Management
Adaptive Investments's top competitors are
Alpine Project,
Client First Tax And Wealth Advisors,
Ditto Insurance,
Midcoast Asset Management,
Gyfthint,
Lewis Builders,
Slice,
Adaptive Investments,
Pale Blue Capital Llc,
Adaptive Investment Solutions, Llc.
Adaptive Investments's categories are Investment Management
Adaptive Investments's founding year is 2015
