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Solid Foundations

Areas of Expertise

Caves & Associates provides comprehensive financial advice, including financial, retirement, and estate planning, and specializes in institutional quality investment advisory services.


Custom Tailored Portfolio Construction

Management Style

Maximizing Returns and Broad Diversification

Asset Selection/Attention to Costs

Tax Management

Periodic Rebalancing to Maintain Each Client’s Risk/Return Profile

Prudent Use of Alternative Strategies

Inflation Protection and Diversification via Real Estate, Energy, and Commodities

Conservative Cash Reserves Strategy