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@catalinacap.com
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Chris Frantz is listed as Managing Director- Senior Portfolio Manager at Catalina Capital Group & Smart Harvest Direct Index Solutions at Catalina Capital Group, a company with 4 employees, based in Torrance, California, United States. AeroLeads shows a work email signal at catalinacap.com and a matched LinkedIn profile for Chris Frantz.
Chris Frantz previously worked as Managing Director, Senior Portfolio Manager at Catalina Capital Group and Managing Director- Portfolio Management at Smartharvest Direct Index Solutions. Chris Frantz holds Business from University Of Colorado At Boulder - Leeds School Of Business.
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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.
Listed skills include Investments, Investment Strategies, Series 7, Retirement Planning, and 26 others.
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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.
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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Chris Frantz works for Catalina Capital Group.
Chris Frantz is listed as Managing Director- Senior Portfolio Manager at Catalina Capital Group & Smart Harvest Direct Index Solutions at Catalina Capital Group.
AeroLeads has found 1 work email signal at @catalinacap.com for Chris Frantz at Catalina Capital Group.
Chris Frantz is based in Torrance, California, United States while working with Catalina Capital Group.
Chris Frantz has worked for Catalina Capital Group, Smartharvest Direct Index Solutions, and Morgan Stanley.
Chris Frantz's colleagues at Catalina Capital Group include Minami Habu.
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Chris Frantz holds Business from University Of Colorado At Boulder - Leeds School Of Business.
Chris Frantz is listed with skills including Investments, Investment Strategies, Series 7, Retirement Planning, Mutual Funds, Strategic Financial Planning, Series 63, and Portfolio Management.
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