Cavalier Funds and its parent company, Cavalier Investments, operate under the guidance of the seasoned team of experts which comprise the Cavalier Funds Investment Committee. Members are jointly responsible for the selection, monitoring – and if necessary – replacement of Fund sub-advisors. Their decades of combined experience provide the Committee with a degree of insight into the process of identifying and selecting investment solutions to add a greater degree of diversiﬁcation and adaptive correlation to client portfolios.
The Cavalier Investment Committee performs a periodic review of current managers and assessment of prospective managers.
The Investment Committee utilizes objective analytics provided by Cavalier Research and insightful information from our manager partners. The Manager Selection and Review evaluation examines 7 key attributes that assure Cavalier Solutions meet the standards our financial advisor partners demand for their clients.
Gregory A. Rutherford, CFP
Chief Executive Officer and Co-Founder
Greg co-founded FolioMetrix and served and led the investment committee to the RiskX funds since 2011. Greg was instrumental in the design of the Funds when they were previously known as the RiskX Funds, as well as the majority of relationships with the Fund’s signal providers and sub-advisors. Prior to joining that firm, 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 and a Master of Business Administration from Golden Gate University
Chief Investment Officer
Scott has over 25 years of investment management experience. Prior to joining Cavalier, Scott served as senior portfolio manager and chief investment strategist for Linder Capital Advisors from 2009 to 2016. At Linder, Scott was responsible for the firm’s investment process, portfolio allocation models, research and selection process for mutual funds and ETFs. Previously, Scott worked for ING Investment Management as a portfolio manager, overseeing active management of a multi-billion- dollar fixed income account.
Scott previously worked as an energy analyst at Mirant Incorporated and a liquidity manager and trader for an institutional money manager. Scott earned his B.B.A. in finance at James Madison University, and he also passed Level II of the CFA program. Scott lives in the Atlanta, Georgia area. Scott is a frequent speaker at conferences on portfolio management, and has been honored as a guest speaker at Georgia Institute of Technology lecturing on portfolio management topics to undergraduate students.