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.
Steven J. Wruble
Steve has over fifteen years of financial services experience and most recently founded InvestBetter Consulting to help advisors and advisory firms navigate the fiduciary maze and provide institutional quality portfolios, platforms, and technology tools to their clients and firms. Prior to starting his own firm, Steve was the Chief Investment Officer and Head of Research at RiskX Investments and worked in all aspects of the mutual fund business. Steve was chiefly responsible for building the RiskX research platform and has created several innovate analysis tools to evaluate, monitor, and optimize exposures to sub advised investment strategies. In addition to being featured in many mainstream media outlets, Steve has worked directly with the heads of broker/dealers, RIAs, and hybrid RIAs on finding solutions to grow their overall practice. Prior to RiskX, Steve worked in a client-facing portfolio manager role at a financial planning firm from 2008-2011 and at a hedge fund from 2006-2008. Steve got has start in the industry in 2001 selling insurance and mutual funds. Steve earned a BS in Finance from the University of Nebraska and a Masters of Security Analysis and Portfolio Management from Creighton University. Mr. Wruble holds the Chartered Financial Analyst® (CFA) designation 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. Through the InvestBetter Network, Steve currently works with over 300 advisory firms with influence over nearly $10b in assets.