- Tactical Momentum Portfolios
- Active Stock Trader
- ETF Portfolios
Cantu Tactical Wealth Management utilizes one of the most proactive approaches to money management in the industry. Markets advance and decline rapidly and traditional brokers, financial planners and consultants tell you to “buy and hold”. Unfortunately, they are collecting a fee as asset gatherers rather than truly working to manage your money as asset managers. Times have changed and investors are searching for active money management and a tactical momentum strategy with better performance.
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 advisors in the pursuit of performance while providing income.
The goal is to rotate into your next investment and take advantage of the changing 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 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 Active Stock Trader Advisors with Fiduciary Responsibility.
As Active Stock Trader and Registered Investment Advisors in wealth management, our firm provides low cost, transparency, global diversification, income and fiduciary responsibility on your investment portfolios. We use a disciplined tactical approach in finding those stocks and investments searching for momentum through our proprietary hunt criteria called P.R.O.A.C.T.I.V.E approach.
We are approved on the institutional trading platforms for Fidelity Investments and Schwab discount brokerage firms. The reduction of costs in your Portfolio of investments may translate to added performance in selecting the Custodian to hold your assets. Cantu Tactical Wealth Management is the registered investment advisor directing the trades in your portfolio for wealth management. We are, in fact, active asset managers and have Fiduciary responsibility.
Fiduciary responsibility, unlike your broker, who may not have this higher level of management is essential understanding the care we take in investment selection and why we sell down to reduce risk in weak markets and hunt for diamonds which may give us the performance in changing economic environments.
You will know many of the stock investments in the portfolio because of our selection method and may have fixed income bond investments and foreign country investments through the use of exchange traded funds for balanced accounts.
Select the Active Stock Trader tab above for more information.