- Tactical Asset Portfolios
- ETF Portfolios
- About Me
Tactical Wealth Management is one of the most proactive approaches to money management in the industry. Today, the Markets advance and decline rapidly in our business cycles. Traditional brokers and consultants, who tell you to buy and hold and collect a fee, are asset gatherers rather than asset managers. Times have changed and tactical management is much more efficient.
Cantu Tactical Wealth Management is a Global Tactical Asset Allocation (GTAA) Manager focusing on lowering costs, transparency and active investment rotation to new stocks, bonds or managers in the pursuit of performance while providing high income. The high income assists performance in unpredictable markets.
The goal is to rotate into your next investment or manager and take advantage of the changing Economics in the Markets. Do not be submissive to the Markets, but instead take action posturing your investments for future performance. Performance is our goal regardless of market trends. – Joe Cantu, Chief Investment Officer
Cantu Global Tactical Asset Allocation Management 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 Asset Management tab above for more information.
Consulting services are one of the most proactive in the industry, keying on managers with lower costs, higher transparency and active momentum manager rotation. The Cantu approach monitors price performance which allows managers to be replaced sooner with top performing managers who show momentum in selected industry sectors in our current economic business cycle. Pension Plan internal costs may be reduced by as much as 30% to 50%, in many cases, if you are using traditional Open-End mutual funds, SMAs (Separately Managed Accounts) and Alternatives. Transparency is provided by index manager ETFs, allowing immediate electronic viewing of performance through iPads, iPhones and Laptops for faster decision making by the Trustees. This transparency also, allows for speedy performance reporting within days of month end. We also believe that fixed income should be managed for principal gain and stout income streams.
Select the Consultant 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 market 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 and countries from Latin America to the Far East ever expanding countries of India, China and Taiwan.
Select the ETF Portfolio tab above for more information.