Integrated Asset Management™

Integrated Asset Management

Do you invest in the stock market? How about real estate? Besides your primary residence, do you also own investment property?

Who helps you keep it all straight?

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.

We take all of these moving parts – stocks, bonds, mutual funds, real estate investments — AND the people who manage them for you – then bring them all together to help you maximize your long-term returns.

Think of your personal Canter Team as a powerful advisory committee. One where real estate experts work together with Certified Financial Planners to create harmony within your portfolio. Our Integrated Asset Management is the best way to ask the right questions and come to educated conclusions.

Your personal Canter Team helps you balance the pieces of your financial future so that your real estate isn’t just a line item in your investment plan.

At Canter your Canter Team knows you…your family…and your goals. We believe no other company can help you manage both your real estate as well as your market investments better than Canter.

Downtown

655 West Broadway
Suite 1650
San Diego, CA 92101
T: 619.546.0973
Form ADV II (Brochure)

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