Fact Sheets

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Other Trust Documents

 INVESTMENT MANAGER

Cabana Asset Management (“Cabana”) is an SEC registered investment adviser with offices in Arkansas, Texas and Colorado. The firm claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified on a firm-wide basis for the period of January 1, 2012 to December 31, 2018.  The firm is comprised of portfolio managers, investment adviser representatives, attorneys, tax professionals, insurance producers and a software engineer.

Cabana's funds use a proprietary algorithm that is designed to help shelter investors from risk by striving to limit losses during down markets, while still participating in up markets. Beginning in 2008, Cabana utilized its dynamic algorithm to provide investors with the first-ever Target Drawdown Series of Portfolios. The series numerically quantifies acceptable levels of risk, identifies a “target drawdown” number at the onset of the investment process, and strives to stay within that range. All Cabana funds are constructed with the primary goal of avoiding or minimizing losses where possible, and especially losses that exceed the applicable target drawdown parameter of each fund. Cabana offers multiple drawdown variations to meet the needs of investors across risk profiles. The series is made up of funds with a maximum drawdown percentage of 5, 7, 10, 13 and 16, and includes an income fund.

For more information visit www.thecabanagroup.com.