CANTU TACTICAL WEALTH MANAGEMENT, INC.
is a registered investment advisor under the Investment Advisors Act of 1940 and provides investment portfolio asset management services as an Active Stock Trader Advisor and asset manager. The firm was incorporated in October of 2009 in the state of Florida and began offering investment advisory services in February of 2010 to the states of Texas, California and Florida. The Global Tactical Asset Allocation (GTAA) Management service uses a “Top-Down” economic approach for domestic and global securities in selected strategic portfolios with stocks, bonds and ETFs. As a tactical manager, we are Active Stock Trader Advisors for retirement plans, trust assets and international clients. We use sector rotation for performance, keying on low cost investments and seeking momentum in our positions and managers in our search process. We believe fixed income is an asset class which should be managed for principal gain and the pursuit of high income. Lastly, we are a fee only investment adviser, not a broker, and do not receive any additional revenue from vendors.
Joe Cantu, Chief Investment Officer | President
Joe Cantu is the Global Tactical Asset Allocation Manager – Chief Investment Officer and President. Firm manages money through separately managed account strategies as an Active Stock Trader Advisor keying on Stocks, International investments, Fixed Income and ETFs in a proactive global momentum strategy for industries and sectors.
Joe Cantu has been in the global wealth management business since 1988, a Consultant since 1994 and a Portfolio Manager at three of the largest Wall Street firms, Merrill Lynch, Smith Barney and Morgan Stanley. In the late 80’s he was a tax free municipal bond and IPO securities broker with a regional firm in Texas. Joe is an Army veteran and served as a nuclear weapons Officer in Europe. He also served as a helicopter pilot in Latin America, Flight Operations and Commanded the HQ Company, 1st Cavalry Division, Combat Aviation Brigade in the US. He has completed the Florida State Pension Trustee educational program in Tallahassee, FL
Gary Klabunde, Investment Advisor | Vice President
Gary Klabunde is an Investment Advisor, Vice President, Registered Investment Advisor for the states of California, Florida and Texas. His asset management duties lead to in depth research analysis for global stocks, commodities and international securities searching for momentum performance investments. On the fixed income side of the equation, he hunts for bond investments having principal gain trends and international local currency bonds that assist portfolios in a weak US dollar environment. Gary is a fiduciary Consultant for Defined Benefit Plans, 401(k) and other retirement programs.
As a Cyber-Technology educated retired United States Air Force Officer with the rank of Colonel, he brings a strong background in analytic decision making, portraying the highest ethical standards in investment management. As an active GTAA, Global Tactical Asset Allocation investment portfolio manager with over 17 years of experience trading stocks, his technical analysis background provides a keen ability to identify the equities most likely to outperform in the sectors exhibiting the greatest momentum. Additionally, he is responsible for conducting quantitative and qualitative performance evaluations of investments. A Client’s tactical investment assets are his priority and Gary’s strategic oversight abilities are followed by his “Texas” care and concern for the pursuit of high income and growth performance in these global markets.
Ronald Liston, Investment Advisor | Vice President
Ronald Liston is an Investment Advisor, Vice President, and Registered Investment Advisor for the states of California, Florida and Texas. His client goal is to find a more efficient solution in asset management resulting in performance and efficient costs. Ronald provides access to equity, fixed income, and commodity global strategies which balances industry sectors for momentum. Ronald serves in a higher level of trusted responsibility as a fiduciary to our clients; putting their interests first.
Ronald Liston has a Bachelor of Science degree from Texas A&M University from the College of Agriculture and Life Sciences focused on Renewable Natural Resources. Before this held positions as science teacher at Montgomery Public Schools, TX and 1984-2004 Director of Finance, Marketing & Sales at Jimmy Copeland Dealerships. His professional programs included DaimlerChrysler Business Management Program, Gulf States Toyota School of Finance, Service Lloyds of London Insurance School, and Institute for Teachers Teaching Gifted & Talented and the University of Texas Tyler Project on design, modeling and automaton robotics. Ronald has been active in Market for over 22 years and a member of the GTAA, Global Tactical Asset Allocation strategy for over 18 years. The tactical allocation of a client’s assets is Ronald’s focus for superior performance.
Joshua Carvalho, Investment Advisor | Assistant Vice President
Joshua Carvalho is an Investment Advisor, Assistant Vice President. He is a Registered Investment Advisor for the states of California, Florida and Texas. Nonprofit and Church organizations are the cornerstone of his business by installing efficient retirement plans, Rabbi Trusts for Pastors, Church legacy planning and individual tactical allocation strategies with a goal of wealth preservation and prosperity.
Joshua Carvalho holds a Bachelor of Arts in Intercultural Studies with a minor in Biblical Studies from Biola University. He works with all levels of securities and Global Tactical Asset Allocation strategies for investment portfolios designed to seek superior momentum performance. His expertise and experience as a former Pastor and Ordained Minister and skill in working with nonprofit organizations combined with his qualifications as an investment advisor will help those with IRAs, 403B Plans, 401k Plans, Defined Benefit and Profit Sharing Plans and individual personal investment portfolios.