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Adaptive Tactical Rotation Fund C Class (0P0000WMCQ)
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13.500
+0.040
+0.30%
05/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 921.23K
Cavalier Tactical Rotation Fund Advisor Class
13.500
+0.040
+0.30%
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0P0000WMCQ Overview
On this page you'll find an in-depth profile of Adaptive Tactical Rotation Fund C Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000WMCQ among other information.
Contact Information
Address
Post Office Box 4365
Rocky Mount,NC 27803
United States
Rocky Mount,NC 27803
United States
Phone
1-800-773-3863
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott Wetherington | - | 2020 | 2021 |
| Biography | Scott is an accomplished member of the Cavalier team with 25 years of experience in portfolio management, research and investment strategies. Scott serves as Chief Investment Officer and is responsible for leading the research and investment strategies for Cavalier’s Mutual Funds. He also serves as Portfolio Manager for Cavalier’s Tactical Economic SMA, Cavalier Tactical Economic Fund, Cavalier Hedged High Income Fund and the NE Index Fund. Prior to Cavalier, Scott served as Senior Portfolio Manager and Chief Investment Strategist for Linder Capital Advisors. Scott is a frequent speaker at conferences on Portfolio Management and has been honored as a guest speaker at Georgia Institute of Technology. Scott earned his Bachelor of Business Administration at James Madison University. He resides in Georgia with his family. Scott also holds the Chartered Financial Analyst designation (CFA) and is a member of the Atlanta Society of Finance and Investment Professionals. | ||
| Henry Ma | - | 2018 | 2020 |
| Biography | Dr. Ma has two decades of extensive hands-on and leadership experience in portfolio management, asset allocation, fixed income and global macro investments, and risk management. Prior to founding Julex, he worked as a Portfolio Manager with Geode Capital Management, where he launched a global macro hedge fund which traded currencies, commodities and equity options. Earlier, he served as Director of Quantitative Research and Financial Engineering with Loomis Sayles & Co., and Director of Quantitative Research and Risk Management with Fortis Investments. He led quantitative research and risk management groups to develop quantitative strategies, portfolio risk analytics and structured credit strategies. Dr. Ma also worked as Senior Vice President and Director of Fixed Income Strategies at Sun Life Financial, where he helped manage $30 billion in fixed income assets and chaired the investment strategy and asset/liability management committee. His investment career began with John Hancock Financial Services as a Senior Associate Investment Officer. He developed investment and derivatives strategies as well as oversaw $3 billion in a multi-asset portfolio. Dr. Ma is a published author and an industry speaker on the topics of quantitative investing, risk management and structured finance. He earned a Bachelor and a Master in Economics and Management from Peking University and a Ph.D. in Economics from Boston University. | ||
| Scott Wetherington | - | 2018 | 2018 |
| Biography | Scott is an accomplished member of the Cavalier team with 25 years of experience in portfolio management, research and investment strategies. Scott serves as Chief Investment Officer and is responsible for leading the research and investment strategies for Cavalier’s Mutual Funds. He also serves as Portfolio Manager for Cavalier’s Tactical Economic SMA, Cavalier Tactical Economic Fund, Cavalier Hedged High Income Fund and the NE Index Fund. Prior to Cavalier, Scott served as Senior Portfolio Manager and Chief Investment Strategist for Linder Capital Advisors. Scott is a frequent speaker at conferences on Portfolio Management and has been honored as a guest speaker at Georgia Institute of Technology. Scott earned his Bachelor of Business Administration at James Madison University. He resides in Georgia with his family. Scott also holds the Chartered Financial Analyst designation (CFA) and is a member of the Atlanta Society of Finance and Investment Professionals. | ||
| David M. Haviland | - | 2016 | 2018 |
| Biography | David M. Haviland has over 25 years in the investment management business. He began his business career with CIGNA Corporation and worked for several planning and investment advisory firms before joining H & Co. Financial Services, Inc. in 1993. Dave later bought H. & Co. and merged it with Beaumont Financial Partners, LLC. Dave heads the BCM Division providing defensive ETF strategies to both retail and institutional platforms. He also co-chairs the investment and asset allocation committee meetings. Dave has also served as a class agent for Deerfield Academy and the University of Vermont. Dave is a long time member of the Financial Planning Association and the International Association of Financial Planners. | ||
| Scott S Chaisson | CEO | 2015 | 2016 |
| Biography | Scott S. Chaisson is the Chairman and CEO of Compass Holdings Group in Braintree Massachusetts, a position he has held since July 2015. Mr. Chaisson shares primary responsibility for management of each Fund's investment portfolio and has served in this capacity since August 2015. Mr. Chaisson is a 22 year veteran of the investment industry holding several senior executive positions at Smith Barney, Bank of America and, most recently, President of Capital Guardian LLC, a boutique wealth and asset management firm. In addition, Mr. Chaisson spent over 10 years as an army infantry officer serving in posts both domestically and overseas. Mr. Chaisson received a Bachelor of Science in Engineering from the U.S. Military Academy at West Point and a Masters of Business Administration and Entrepreneurship from DePaul University in Chicago Illinois. | ||
| Tim Shanahan | - | 2015 | 2016 |
| Biography | Tim Shanahan, CFP and Chief Investment Officer of Compass Capital, a position he has held since 1984. Mr. Shanahan shares primary responsibility for management of each Fund's investment portfolio and has served in this capacity since August Tim served as past President and Chairman of the Greater Boston Society of the Institute of Certified Financial Planners. He is a founding principal of the Compass Institute for Professional Education & Development (CIPED) which provides continuing education programs to financial advisors. He serves as a securities industry arbitrator with the Financial Industry Regulatory Authority (FINRA) Dispute Resolution Inc. Prior to founding Compass Capital, Mr. Shanahan was president of Alternative Financial Planning Associates (AFPA), a division of Alternative Investment Corporation of Boston. He received a BA in Psychology from Suffolk University in Boston in 1975. | ||
| D. Jerry Murphey | Managing director | 2014 | 2015 |
| Biography | Many of Jerry’s original concepts continue to drive the firm’s overall strategy, and his innovative approach to problem-solving for financial advisors is setting the firm apart from competitors. Jerry began his career over twenty years ago on Wall Street. He was the co-founder of Mutual Data Incorporated, a boutique research and consulting firm and headed up the worldwide operations for Dearborn Financial Institute. He was a leading catalyst, helping many of the nation’s largest independent broker dealers deliver their first in-house managed money platform solutions through his work at Prudential Investments. He has spoken at numerous national and regional broker dealer events and is responsible for the development and delivery of over 80,000 hours of continuing education directly to financial professionals throughout the world. | ||
| Steven J Wruble | Chief Investment Officer | 2012 | 2015 |
| Biography | Steven Wruble, CFA. Chief Investment Officer of RiskX Investments, LLC. Prior to this, Mr. Wruble was Chief Investment Officer for FolioMetrix and served as Portfolio Manager for the RiskX Family of Funds. Mr. Wruble served on FolioMetrix’s investment committee from 2011 until July 2015. Mr. Wruble also serves on the investment management team for the Rx Tactical Rotation Fund and the Rx Traditional Allocation Fund, series in the Rx Funds Trust, an affiliate of the American Independence Funds Trust. Prior to FolioMetrix, Mr. Wruble was a Portfolio Analyst with an independent financial planning firm where he was also a registered representative. Prior to that, he has worked in the capacity of registered representative and/or investment advisor representative with other firms. Mr. Wruble holds a Bachelor of Science from the University of Nebraska-Lincoln in Finance and a Master of Security Analysis and Portfolio Management from Creighton University. Steve is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Institute and the CFA Society of Nebraska. He holds the Accredited Asset Management Specialist designation (AAMS) and the Series 65 license. | ||
| Greg Rutherford | CIO (Chief Investment Officer) | 2012 | 2015 |
| Biography | Greg Rutherford Co-Founder, Managing Director, Portfolio Manager: Mr. Rutherford has served on the investment committee since 2011. Prior to joining the Advisor, Greg was co-founder and President of Tagge*Rutherford Financial Group, a financial services firm founded in 1992. Mr. Rutherford holds designations as a Certified Financial Planner Professional (CFP), Certified Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He received a Bachelor of Science in Business Administration from the University of Nebraska-Omaha and a Masters of Business Administration from Golden Gate University. | ||
| Chase Weaver | Senior Analyst | 2012 | 2014 |
| Biography | Chase Weaver has been a Senior Analyst for the Foliometrix LLC since 2010. Prior to joining the Foliometrix LLC , Mr. Weaver worked for Bailey Financial from 2009 to 2010. He holds a Bachelor of Science from the University of Nebraska-Lincoln in Finance and a Master of Security Analysis and Portfolio Management from Creighton University. Mr. Weaver holds the Series 65 license. | ||
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