Caravel Concepts, LLC

Financial ServicesVirginia, United States2-10 Employees

Caravel Concepts is, at its heart, a group of colleagues that have become life long friends over the last 30 years through working together in the financial industry. 

It began in the early 2000s when core members of the Caravel team worked together in creating the mathematical assumptions and asset allocation modeling behind the Envision software, the first goals based financial planning system ever employed at a major financial firm, the predecessor to Wells Fargo Advisors.  

After their success at a major financial institution, they set out together to found RiverFront Investment Group, LLC which they grew into one of the most successful independent money managers on the East Coast. 

Our goal with Caravel Concepts is to create a disruption in the Asset Allocation and Planning community with our innovative new software, CMPAS.

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