Tactical Momentum Strategy and Portfolios

Tactical Asset Management: The Active Pursuit of Investment Performance Regardless of Market Trends
Retirement Plans | High Net Worth Investors | Pension and Defined Benefit Plans | 401K's | IRA's

Cantu Tactical Momentum Strategy

As Global Tactical Asset Allocation (GTAA) Managers, the Cantu Tactical Momentum Strategy uses a “Top-Down” economic proactive approach keying on searching for stocks, bonds, and ETFs with momentum. When the market goes down we sell selected positions and search for new securities. Income adds stability in unpredictable markets. Stocks may consist of worldwide companies in energy, gold, silver, pharmaceuticals, consumer stocks, REITS (real estate) and ETF’s (exchange traded funds). Fixed income will consist of a myriad of taxable bonds and ETFs. Tax exempt bonds are used for high income investors The objective is to create a well diversified portfolio for stout income streams while maintaining a disciplined approach in seeking momentum equity investments.

As economy business cycles change, Portfolio asset allocations may change. – Joe Cantu, Chief Investment Officer

TACTICAL BOND HEAVY

Tactical Moderate Conservative Pie 1

TACTICAL BALANCED

Tactical Moderate Pie 2

TACTICAL STOCK HEAVY

Tactical Moderate Aggressive Pie 3

EXAMPLE OF GLOBAL ASSET ALLOCATIONS

As economy business cycles change, Portfolio asset allocations may change such as above.

TACTICAL MOMENTUM PORTFOLIO FEE SCHEDULE

Annual Fee Schedule – Minimum $100,000 Assets Under Management (AUM) per account.
(Divide by 4 for quarterly costs)

Account Value AUM Fee Percent Account Value AUM Fee Percent
$100,000-$249,999 1.50% (ETFs only)
$250,000-$499,999 1.50% $5,000,000-$5,999,999 0.80%
$500,000-$999,999 1.25% $6,000,000-$6,999,999 0.75%
$1,000,000-$1,999,999 1.00% $7,000,000-$7,999,999 0.70%
$2,000,000-$2,999,999 0.95% $8,000,000-$8,999,999 0.65%
$3,000,000-$3,999,999 0.90% $9,000,000-$9,999,999 0.55%
$4,000,000-$4,999,999 0.85% $10,000,000-Above 0.50%

The tactical wealth approach combines strategy with the asset management method of analysis for the pursuit of investment selection leading to performance. Cantu Tactical Momentum Strategy Performance

Registered Investment Advisors in California, Florida and Texas.
Investing in securities involves risk of loss that investors should be prepared to bear.

Navigating Financial Markets in the Storm of Volatility.