By representing premiere and diverse investment resources and solutions through an active commitment to helping people in need, CAVU enables investors to achieve both financial and social objectives through differentiated strategies in cash management, securitized credit, alternatives and capital markets advisory and analytical services.
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Cash Solutions
Institutional Money Market Funds
CAVU teams with Invesco to deliver best in class funds for corporations and other institutions with the added benefit of positive societal impact.
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Institutional Liquidity Portal
CAVU Cash Solutions and State Street provide cash management optimization, enhanced trading and operational efficiencies through a powerful liquid assets portal.
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Capital Markets
Advisory Services
CAVU helps institutions navigate capital markets to achieve a broad range of transactions and objectives.
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Distribution Services
Connecting sophisticated investors to hand-picked investment opportunities and asset management platforms.
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CAVU CEO Greg Parsons meets with Sua Tuimalealiifano, Army Veteran, paralyzed while deployed in Afghanistan. Sua competes and is a champion in the adaptive sport of quad rugby having won multiple medals at the Warrior Games and has represented the US at the Invictus Games. CAVU is proud to directly support Sua and his impressive athletic strength and talent.

In The News: Giving Back
How Your Investments are Helping Kids Like Isaac Find Their Future
At CAVU Securities, we believe that financial success and community impact should go hand in hand. Through our CAVU Impact Pledge—where we commit 10% of gross revenue from the CAVU money market share classes to community initiatives—we are investing in more than just markets. We’re investing in people.
CAVU Leads with Purpose During National Volunteer Month
At CAVU Securities, we believe business can — and should — be a force for good. In honor of National Volunteer Month, we’re proud to spotlight the remarkable contributions of our employees, who collectively dedicated 649 volunteer hours in 2024 through our firm’s Impact Pledge.
The Power of Mentorship: Elevating Women in Leadership
Mentorship is a game-changer. It has the power to inspire, equip, and propel individuals toward success—especially for women navigating industries where gender disparities still exist. At CAVU Securities, we believe that strong mentors don’t just guide careers; they break down barriers, open doors, and empower the next generation of leaders.
Women in Finance: Breaking Barriers and Driving Success
Women are making a lasting impact in the financial industry, bringing fresh perspectives, innovation, and leadership to a space that is evolving rapidly. As the industry embraces diversity, companies are seeing the benefits—stronger financial outcomes, more effective decision-making, and a more inclusive approach to wealth management and investing. At CAVU Securities, women make up 25% of our...
Honoring Black History Month: A Commitment to Equity and Impact
At CAVU Securities, Black History Month is more than just a time of reflection—it’s a call to action. We reaffirm our commitment to equal access, the power of inclusion, and a fair approach that values ideas and performance based on their true impact.
CAVU Securities 2024 Annual Impact Pledge Report
At CAVU Securities, we are committed to delivering financial excellence while driving meaningful impact. Our latest Impact Pledge Report highlights our dedication to making a difference in the veteran and underserved communities. Through responsible financial solutions, we continue to support nonprofits, foundations, and organizations working to create lasting change.
Celebrating Black Leadership in Finance: Lessons from Trailblazers
Celebrating Black Leadership in Finance: Lessons from Trailblazers Black leaders in finance have long been at the forefront of creating a more inclusive, innovative, and equitable financial industry. Their contributions continue to shape the landscape, offering valuable lessons for today and the future.