Caravel Concepts, LLC

At Caravel, we know that the best advisors use a disciplined and structured investment process to ensure their clients achieve their goals. CMPAS: Planning helps you automate that process with an accessible structure called the Caravel 3Ps. The three key steps—Planning, Portfolio Construction, and Progress Monitoring—are integrated seamlessly into the CMPAS software, allowing for an automated process that lets advisors work smarter and lets the computer handle the mundane tasks. Want to learn more? Email kplant@caravelconcepts.com to book a demo. #planning #finance #advisor #RIA #portfolio

Market volatility shouldn’t derail your clients’ plans… if you build them right. With CMPAS: Planning, each goal is independently funded, ensuring that essential Needs like retirement and healthcare are protected from fluctuations. Even if a Dream is realized during a market downturn, the security of critical goals remains intact, offering peace of mind for both advisors and clients. Book a demo today: https://buff.ly/4gABFMo #financialmarkets #invest #cpa #finance

What do clients worry the most about in the financial plan? Retirement, of course! CMPAS: Planning was engineered to fully funded your client’s most important goals first and to the end of the plan before addressing their wants or dreams. This approach not only provides peace of mind but also builds lasting trust between advisors and their clients. Book a demo today: https://buff.ly/4gABFMo #financialmarkets #invest #cpa #finance

CMPAS: Integration connects planning and portfolio management in a way that directly addresses client needs. Immediate goals are matched with conservative portfolios, while long-term goals leverage more aggressive strategies. Deliver personalized, goal-based plans with unmatched precision. Book a demo today: https://buff.ly/4gABFMo #planning #investment #investmentstrategy #assetallocation

Book a demo: https://buff.ly/4gABFMo 2-week free trial: https://buff.ly/4dytbnZ

Unlock smarter portfolio management with CMPAS: Portfolio. Gain deeper insights into your clients’ investments, explore diversification opportunities with S&P Dow Jones Indices asset classes, and optimize portfolios with ease. Featuring automated portfolio optimizations, customizable CMA models, and robust reporting tools, CMPAS ensures you have everything you need to deliver exceptional results. Book a demo today: https://buff.ly/4gABFMo #finance #money #portfolio #investing

Short-term market returns often appear random, but long-term behavior tells a different story. Price-Driven CMAs reveal a strong correlation between valuation levels and 10-year returns, offering a dynamic perspective on market trends. CMPAS enables you to incorporate this data into actionable strategies. Book a demo today: https://buff.ly/4gABFMo #finance #montecarlo #investing #capitalmarketassumptions

Create and optimize portfolios with CMPAS: Integration. Design 5–7 portfolio solutions that balance risk and return while discovering opportunities for optimization. Simplify complexity and focus on delivering results. Book a demo today: https://buff.ly/4gABFMo #planning #investment #investmentstrategy #assetallocation

Happy St. Patrick’s Day! ?? May your day be filled with luck, laughter, and plenty of green! Here’s to celebrating the Irish spirit and the power of community and connection.

CMPAS: Portfolio allows you to allocate up to 15% of a portfolio for tactical bets. Combine these strategies with automated optimizations to craft portfolios that fit your client’s risk profile while addressing market opportunities. Book a demo today: https://buff.ly/4gABFMo #finance #money #portfolio #investing