INTEGRATED ASSET MANAGEMENT
If you have market investments like stocks, bonds or mutual fund, you probably have a financial planner helping you. You likely use a real estate agent to help purchase or sell your real estate. Not to mention any attorneys, accountants or property managers you might work with along the way.
Do you ever get them all around a table at once to get the group’s combined knowledge? Shouldn’t the people planning your financial future be working DIRECTLY with the real estate professionals who are handling some of the biggest financial transactions in your life?
At Canter, that is exactly what we do. We call it Integrated Asset Management.