# The Cabana Group

> The Cabana Group is a Fayetteville, Arkansas financial firm built by a former plaintiff's attorney around one stubborn idea: tell investors the most they should expect to lose, then build the portfolio around that number. Its Cabana Asset Management arm runs 'Target Drawdown' strategies -- model portfolios, ETFs and collective trusts that target a maximum peak-to-trough loss from roughly 5% to 16% -- and grew from about $26 million in managed assets to more than $1 billion in under four years, drawing a strategic investment from Canada's CI Financial in 2020.

- **Founded:** 2007
- **Headquarters:** Fayetteville, Arkansas, United States
- **Founders:** Chadd Mason (CEO and Co-Founder), Louis Shaff (Co-Founder and Chief Financial Officer)
- **Team size:** ~14 employees (reported); advisers, attorneys, tax and insurance professionals and a software engineer across offices
- **Products:** Target Drawdown Series (model portfolios), Cabana Target Drawdown ETFs, Multi-Strategy Series, Collective Investment Trusts (CITs), Sub-advisory and back-office services
- **Notable:** Ranked the No. 1 fastest-growing RIA in the U.S. by Financial Advisor magazine in 2018, and No. 2 in 2019, Named the fastest-growing private company in Arkansas (2019), Grew advisory assets from about $26.5 million (end of 2016) to more than $1 billion by early 2020

## Products & services

- **Target Drawdown Series (model portfolios)** — Risk-based model portfolios that target a maximum peak-to-trough loss, ranging roughly from 5% (conservative) to 16% (aggressive), using diversified, low-cost, liquid ETFs and funds.
- **Cabana Target Drawdown ETFs** — The industry's first 'Target Drawdown' ETF series, listed on the NYSE and seeded with more than $1 billion, launched in partnership with private-label ETF adviser Exchange Traded Concepts.
- **Multi-Strategy Series** — Tax-efficient, macro-responsive portfolios that blend multiple strategies for advisors and investors.
- **Collective Investment Trusts (CITs)** — Cabana strategies packaged as CITs for retirement plan and institutional access.
- **Sub-advisory and back-office services** — Portfolio management, model delivery and back-office support that lets outside RIAs and advisors run Cabana strategies for their own clients.
- **Family office and planning services** — Financial planning, estate and retirement planning, tax management, insurance and education savings delivered in a family-office style.

## Achievements

- Ranked the No. 1 fastest-growing RIA in the U.S. by Financial Advisor magazine in 2018, and No. 2 in 2019
- Named the fastest-growing private company in Arkansas (2019)
- Grew advisory assets from about $26.5 million (end of 2016) to more than $1 billion by early 2020
- Created the industry's first 'Target Drawdown' ETF series, seeded with over $1 billion in 2020
- Attracted a strategic investment from CI Financial, which became its largest shareholder in 2020
- Featured on WealthManagement.com's 2019 Thrive List

## Latest updates

- **2020-04** — CI Financial announced an agreement to acquire a strategic interest and become the largest shareholder in The Cabana Group.
- **2020-07** — CI Financial completed the acquisition of its strategic interest in The Cabana Group.
- **2020-09** — Cabana launched the first-ever Target Drawdown ETF series on the NYSE, seeded with more than $1 billion in assets.
- **2023-11** — The ETF lineup was streamlined, with the Cabana Target Drawdown 5 ETF liquidated as the suite was consolidated.

## Links

- Website: https://thecabanagroup.com
- LinkedIn: http://www.linkedin.com/company/thecabanagroup
- Twitter/X: https://twitter.com/thecabanagroup
- Instagram: https://instagram.com/cabanagroup
- Facebook: https://facebook.com/TheCabanaGroup/

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Published by YesPress — https://yespress.io
Last updated: 2026-08-19