Our management team aims to ensure that our product offerings, along with their deep distribution affiliations, stay on track to offer financial advisors and investors the tools they need to construct portfolios which can evolve in a dynamic direction while performing admirably in a wide variety of market conditions.
Gregory A. Rutherford, CFP
Chief Executive Officer and Co-Founder
Greg’s 18 years plus experience as a successful Financial Advisor is a strong assurance that Cavalier Investments recognizes the needs of advisors. Greg was instrumental in the design of the Cavalier Mutual Fund strategies and for the majority of the relationships with the Fund’s Signal providers and Sub-advisors. Prior to founding Cavalier and FolioMetrix/RiskX, Greg was the co-founder and President of Tagge*Rutherford Financial Group, a financial services firm founded in 1992. Greg holds a designation as a Certified Financial Planner and received a Bachelor of Science in Business Administration from the University of Nebraska – Omaha and a Master of Business Administration from Golden Gate University. Greg resides in Carmel, California with his wife, Jennifer and their children. He has been involved on many charitable boards and community organizations. Greg continues to find time to coach youth sports including baseball, basketball and football and enjoys the game of golf although it provides a considerable amount of frustration.
Chief Investment Officer
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 Multi Strategist 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.