Chris Frantz

Chris Frantz Email and Phone Number

Managing Director- Senior Portfolio Manager at Catalina Capital Group & Smart Harvest Direct Index Solutions @ Catalina Capital Group
torrance, california, united states
Chris Frantz's Location
Torrance, California, United States, United States
Chris Frantz's Contact Details

Chris Frantz personal email

n/a
About Chris Frantz

For over a decade, we have adopted a core-satellite approach to portfolio construction, which provides a solid framework for implementing an asset allocation model. Establishing a core portfolio that is highly diversified among asset classes, market capitalizations and regions can help protect investors during market downturns, while participating in positive markets. We invest in any market that we believe offers a high probability of return or, alternatively, that provides a high degree of safety in uncertain times.

Chris Frantz's Current Company Details
Catalina Capital Group

Catalina Capital Group

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Managing Director- Senior Portfolio Manager at Catalina Capital Group & Smart Harvest Direct Index Solutions
torrance, california, united states
Website:
catalinacapitalgroup.com
Employees:
4
Chris Frantz Work Experience Details
  • Catalina Capital Group
    Managing Director, Senior Portfolio Manager
    Catalina Capital Group 2012 - Present
    Catalina Capital Group is an independent, boutique investment firm that focuses on strong client relationships and consistent investment returns. Our goal is not only to guide our clients to their financial goals, but also to educate and involve them throughout the process. We create a mutually beneficial relationship with our clients where the stronger and deeper the relationship, the more efficiently we can achieve these goals. In recognizing that every client comes with different needs, we tailor our investment approach to each individual client.
    View
  • Smartharvest Direct Index Solutions
    Managing Director- Portfolio Management
    Smartharvest Direct Index Solutions Oct 2020 - Present
    Smart Harvest builds personalized direct index SMA solutions with an emphasis on tax loss harvesting and custom beta/index exposure. We capture index returns pre-tax and deliver superior returns after-tax.
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  • Morgan Stanley
    Financial Advisor, Portfolio Manager
    Morgan Stanley 2005 - 2012
    Los Angeles
    View

Chris Frantz Skills

Investments Investment Strategies Series 7 Retirement Planning Mutual Funds Strategic Financial Planning Series 63 Portfolio Management Securities Morningstar Fixed Income Equities Financial Modeling Asset Managment Financial Analysis Bloomberg Valuation Financial Planners Uniform Combined State Law Equity Research Asset Management Investment Management Finance Asset Allocation Alternative Investments Investment Advisory Hedge Funds Series 65 Financial Planning Trading

Chris Frantz Education Details

Frequently Asked Questions about Chris Frantz

What company does Chris Frantz work for?

Chris Frantz works for Catalina Capital Group

What is Chris Frantz's role at the current company?

Chris Frantz's current role is Managing Director- Senior Portfolio Manager at Catalina Capital Group & Smart Harvest Direct Index Solutions.

What is Chris Frantz's email address?

Chris Frantz's email address is cf****@****ons.com

What schools did Chris Frantz attend?

Chris Frantz attended University Of Colorado At Boulder - Leeds School Of Business.

What skills is Chris Frantz known for?

Chris Frantz has skills like Investments, Investment Strategies, Series 7, Retirement Planning, Mutual Funds, Strategic Financial Planning, Series 63, Portfolio Management, Securities, Morningstar, Fixed Income, Equities.

Who are Chris Frantz's colleagues?

Chris Frantz's colleagues are Minami Habu.

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