- Rabbi Trusts
- 401(k) Rollovers
Cantu Tactical Wealth Management provides retirement and estate management needs for wealth preservation while selecting momentum growth and income investments. Our firm consists of pension plan, foundation, private investment consulting and our tactical method adapts well in volatile markets.
Your retirement needs are our goal providing “Peace of Mind” for investment management in these changing global markets. Most people want to know their money is being actively managed in these changing economic times to protect the downside while seeking upside performance.
Cantu Tactical Wealth Management is a Global Tactical Asset Allocation (GTAA) Manager and Consultant focused on lowering costs, transparency and income in the pursuit of performance. This is, also, the home of the “Cantu Tactical Momentum Strategy” with the highly ranked performance, as rated by Morningstar©, which helps assist those in investment portfolio management.
Our goal is wealth preservation and wealth creation focused on performance. We pursue this by mitigating the downside while taking upside opportunities in changing markets. Performance is our goal regardless of market trends. – Joe Cantu, Chief Investment Officer
Cantu Global Tactical Momentum Strategy seeks investment positions with momentum in the current business cycle through stocks and ETFs with lower costs rather than traditional mutual funds with fat fees. In many cases you may find that we can cut your investment expenses by as much as 30% to 50% if you are still using these Open-End mutual funds, separately managed accounts or alternative investments.
Transparency is provided in your tactical portfolio by the ability for you to view all the investments at your custodian on your iPad, iPhone, laptop or other electronic devices for transparency.
Unlike traditional managers, who sit on your assets when the Market is falling, our goal is to mitigate the downturn in losses and actually sell selected positions. When Markets are moving up, our disciplined tactical process seeks investments with momentum in order to participate in rallies.
Again, the objective is to create a well diversified portfolio with stout income streams while maintaining a disciplined approach in sector rotation on equity investments and stocks adjusted and focused for the highest possible performance. As tactical wealth advisors we are much more proactive than traditional investment advisors.
Select the Tactical Momentum Portfolio tab above for more information.
ETFs in a tactical portfolio provide the investor with low cost, transparency, global diversification and income. This kind of investing using ETFs is also called indexing.
Tactical ETF portfolios are available at Cantu Tactical Wealth Management in a proactive global balanced format. We use a rules based disciplined approach searching for momentum managers for principal gain on stock ETFs and Bond ETFs. These equity ETF managers and fixed income ETF managers are discovered using our proprietary hunt criteria P.R.O.A.C.T.I.V.E. approach. Tactical ETF portfolios can provide an additional diversity performance opportunity for investment portfolios and pension plans.
The diversity of ETFs is global with investments in all countries and all major asset classes such as stocks, bonds, real estate, commodities, currencies, inverse counter markets and leveraged funds. US investors do not have to be content with poor performing markets in the United States. They can add a portfolio of global ETFs with income diverse sectors, countries from Latin America to the Far East and the ever expanding countries of India, China and Taiwan.
Select the ETF Portfolio tab above for more information.
We are a tactical consultant for defined benefit pension plans. Our objective is to lower costs, provide higher levels of transparency and select momentum investment positions for performance. Keying on lowering costs adds performance directly to the bottom line and transparency allows for quicker reporting time of the pension plan. Lastly, choosing momentum managers provides greater assurance of owning the best current sectors in the market that are moving in the current business cycle.
INVESTMENT POLICY STATEMENT
We will assist and provide guidance and recommendations to help you create or modify your investment policy statement of the plan. This important document drives the plan and develops key parameters which may be critical in achieving actuarial performance goals.
Our goal is to have a team of well educated trustees understanding investment instruments, delivery system of these securities, where all the costs are derived and how global financial markets are influenced by economics and world events. The classes can be included in the quarterly board meetings.
An in depth statistical analysis and comparisons will be provided on investments and break down of performance measurements. Certain aspects of these reports can be custom tailored to your plan for greater understanding of how they are performing to their peer group.
Due diligence presentations are another important aspect of trustee education and our firm makes significant efforts to arrange the meetings from asset management firms.
Tactical management is driven by technical analysis and follows with fundamental analysis versus traditional managers are driven by fundamental analysis and followed with technical analysis. As a result, tactical management is much more proactive rather than reactive.
Select the Consultant tab above for more information.