Institutional Wealth Management

truly-invested-in-youThe Canter Strategic Wealth Management (Canter Wealth) Principal has been providing investment management services for institutions for more than 20 years. We understand the investment management needs of family offices, public and private pensions, as well as foundations and endowments. Canter Wealth recognizes the importance these funds and performance can affect the viability of the institutions, programs, organizations and families they support.

BEST OF BREED STRATEGIES

Canter Wealth’s focus on best of breed, open architecture investment management provides us with a unique perspective on strategy execution of institutional investment managers. Our experience tells us successful institutional managers provide a disciplined, transparent process to deliver on the mandate from the institutional client. The managers we select have verified track records not back tested models. They have a demonstrated understanding of the impact of asset correlation and have experience managing through market cycles.

ETF MANAGED PORTFOLIOS

For many clients, traditional buy and hold strategies have not delivered the results they needed to fund their goals, nor managed their risk as they approached retirement. Canter Wealth will assist our individual clients in understanding what really impacts them and their financial futures. Our best of breed investment management philosophy enables us to objectively seek external managers we believe can fulfill specific needs.





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Downtown

655 West Broadway
Suite 1650
San Diego, CA 92101
T: 619.546.0973

Bird Rock

5623 La Jolla Blvd
La Jolla, CA 92037
T: 858.729.9943
cantercompanies.com/birdrock

La Jolla Cove

7825 Fay Ave, Suite 140
La Jolla, CA 92037
T: 858.454.2238
canterlajolla.com

Encinitas

90 N Coast Highway 101, #211
Encinitas, CA 92024
T: 760.230.1513
canterencinitas.com