Cantu Tactical Wealth Management provides money management for retirement income and growth needs. Our focus is on wealth preservation while providing growth of principal keying on momentum investments in your portfolio of securities.
The significant advantage of your investment portfolio at our firm is it will not just be invested in United States securities, but diversified from many countries around the world — globally. Your securities may include stocks (equities) and bonds (fixed income) in the such industry categories as technology, healthcare, industrial manufacturing, real estate, utilities for income, biotechnology and so many others.
We also are adding investments in artificial intelligence technology and commodities such as agriculture, gold & silver from time to time to combat inflation or a weak U.S. dollar.
Yes, you heard that right. if you are worried about a weak U.S. dollar or runaway inflation, then our firm is the perfect choice for your retirement assets. As mentioned above we are a global manager and constantly balancing investments in your account portfolios as the U.S. and global economies changes.
What makes Cantu Tactical Wealth Management, Inc. so different from other financial planners and money managers who use the strategic approach? It is because we use a tactical proactive approach to selecting securities versus a strategic approach. So, what does this mean?
The “Cantu tactical approach” of managing money focuses on the current economic and geopolitical climate of the world and makes key significant changes in your retirement account. This approach to money management is called “Sector Rotation” in an overall investment category called Global Tactical Asset Allocation (GTAA). The advantage of this approach is that our firm typically takes action to change investments as the market moves lower.
Our tactical approach has a goal of keying on owning the top monthly performing industry sectors of the economy. We manage money for both the long term and short term horizons considering the ever changing economic and geopolitical climate of the world.
On the other hand, the “Strategic approach” of managing money focuses on the past long term aspects of the economy preferring a “Buy and Hold” method of just sitting on your investments over time. It does not, typically, make short term changes in your retirement account as your asset value moves lower.
The old strategic approach, typically, has a goal keying on owning the top past forty year average industry sectors of the economy. This is the most popular method for investment advisors and heavily used in financial planning. This strategic method focused long term horizons typically does not consider short term changing economies and geopolitical climate of the world.
In conclusion, your goal should be to seek out a retirement asset manager who is responsive to new technologies; taking action in your investment portfolio as the current world changes. We hope you see this world moving forward and you’re not with someone who is basing their investment strategies looking back on the past forty year averages.
Cantu Tactical Wealth Management, Inc. provides money management for retirement income and wealth preservation keying on momentum investments.
“Consider Cantu Tactical Wealth Management, Inc. as your firm of choice. It is important to have your money managed for the best golden years of your life in the pursuit of the longevity of retirement income, wealth preservation, growth and ‘Peace of Mind.’ Our goal is to keep your principal growing and leave a healthy estate and legacy for your heirs.”
Joe Cantu, Chief Investment Officer
Cantu Tactical Wealth Management, Inc.
President, Chief Investment Officer and Founder of Cantu Tactical Wealth Management since inception in 2007.
Senior Vice President and Investment Advisor with Cantu Tactical Wealth Management since 2017
Vice President and Investment Advisor with Cantu Tactical Wealth Management since
2016
A fiduciary is someone who has an obligation to act in the best interests of their client. Cantu Tactical Wealth Management, Inc. is a fiduciary putting your best interests forefront.
Fiduciaries are held to a higher standard of care and loyalty than non-fiduciaries. This higher standard ensures that clients receive unbiased advice and that their interests are always protected
We offer fee-only, commission-free, investment services.
At Cantu Tactical Wealth Management, Inc. we utilize an actively managed global tactical asset allocation approach. Tactical wealth management is an active financial strategy focused on adapting investment strategies in response to short-term market conditions, rather than adhering to a long-term, fixed plan. It involves making adjustments to asset allocation and investment choices based on current economic trends and market sentiment.
At Cantu Tactical Wealth Management, Inc., Charles Schwab is the Custodian of our firm and client assets.
As fee-only advisors, our compensation comes directly from you, our client. Our compensation is based on the value of your account; so, when you make more, so do we. We do not accept commissions in any form.
Yes, currently, we are accepting new accounts with a minimum value of $250,000
Your portfolio will be tracked utilizing the independent services of the Black Diamond Wealth Platform. With your own personal login information on the Black Diamond website you will have close of business values from the previous day. In addition, you will have personal login credentials for the Charles Schwab website which will provide you with real-time portfolio visibility including value, trades, gains or losses tracking information. Furthermore, we provide quarterly and annual performance statements. Schwab provides detailed monthly portfolio statements.
Communication is key in our industry; as a result, we offer transparent regular communication through email, YouTube videos and Blog posts. Additionally, we extend an easy to reach mobile number and encourage our clients to reach out with any questions, concerns or financial needs.