Joe Cantu Email and Phone Number
CANTU TACTICAL WEALTH MANAGEMENT, INC., Retirement Money Management | Chief Investment Officer | Portfolio Manager | Fiduciary | Independent Registered Investment Adviser Firm for California, Florida, Georgia and TexasThe strategy uses Stocks, Bonds, Real Estate, Commodities (such as gold), International Investments and Alternatives. Business partners are: Charles Schwab Institutional are the Custodian of AssetsRetirement and Asset Manager for Retirement Plans, Defined Benefit and Contributions Plans, 401(K) Rollovers, IRAs, 457 Plans, Trusts, Rabbi Trusts, Family Limited Parnerships, Businesses, Limited Liability Companies and Individuals. Pure Independent AdviceNote: Fee only Asset Money Manager (Not a broker) (Firm does not sell any financial products)Assets Held at Fidelity Investments and Charles Schwab with Customer Online Viewing and Full Transparency
Cantu Tactical Wealth Management, Inc.
View- Website:
- tacticalwealthmanager.com
- Employees:
- 5
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Chief Investment OfficerCantu Tactical Wealth Management, Inc. Jan 2010 - PresentMiami-Fort Lauderdale, FloridaRETIREMENT MONEY MANAGEMENT"Navigating the Financial Markets In the Storm of Volatility"(TM)Joe Cantu - Chief Investment Officer, Portfolio Manager, Cantu Tactical Wealth Management, inc. Registered investment advisor in California, Florida, Georgia and Texas.PHILOSOPHYThe Cantu Tactical Global ETF Strategy is a moderate risk "Blue Chip" portfolio with a philosophy which adopts a momentum investment selection approach for the Global Tactical Asset Allocation (GTAA) category. The firm's belief assumes there are always investments moving up somewhere on the planet and the goal is to find these industry sectors and own them. This leads to an "Own the Best and Sell the Rest" philosophy of balancing these top sectors for principal preservation and principle appreciation. We use a disciplined process of analytical selections for the pursuit of consistent performance.FIRMFirm manages money through separately managed account strategies for Retirement Accounts such as Defined Benefit Plans, Rabbi Trusts, 401k's, IRA's, 401(k) Rollovers and private individual accounts. The firm's focus is on portfolio management of global investments in stocks, bonds, real estate, energy, technology, utilities, commodities, fixed income and alternatives in a proactive asset Momentum strategy for industries and sectors in multi-directional Markets.Firm was formerly CANTU PENSION INCOME TACTICS, INC -
Portfolio Manager, Pia Program, Vice PresidentMerrill Lynch Aug 2007 - Jan 2010Miami/Fort Lauderdale AreaGLOBAL TACTICAL ASSET ALLOCATION MANAGER | PORTFOLIO MANAGERFinancial Advisor | PIA Program Portfolio ManagerTactical Money Manager, directly managed Tactical Balanced portfolios under for businesses, charities, private foundations, Rabbi Trusts, Individual Investors, High Net Worth families and numerous types of Retirement Plans. Consultant for Defined Benefit and 401K Plans using stocks, bonds, ETFs, energy, gold and position hedging securities. -
Custom Portfolio Manager, Vice PresidentMorgan Stanley Mar 2002 - Aug 2007Houston, Texas Area, And Miami, Florida AreaGLOBAL TACTICAL ASSET ALLOCATION MANAGER | PORTFOLIO MANAGERTactical Balanced Wealth Manager for investment portfolios. Selected all securities such as stocks, bonds, international fixed income investments, gold, silver, energy, real estate investment trusts and ETFs. Experienced in working with Family Limited Partnerships, Trusts, Charities and all levels of Retirement Plans such as defined benefit plans, Rabbi Trusts, 401k's,IRA's and profit sharing plans. -
College Instructor - InvestmentsTexas County College Jan 1990 - Jan 2004Houston, Texas AreaTACTICAL ASSET MANAGER | RETIREMENT AND ESTATE | ASSET MANAGEMENT InstructorCOMPOSED AND TAUGHT COLLEGE COURSES: Retirement& Estate Planning, Wills-Estates & Trusts, Tactical Portfolio Management, Mutual Funds Basic and Advanced, Zero Coupon Fixed Income Investments, Tax Free Municipal Bonds, 401(K), US and International Investing. (Evening Course Instructor concurrent with Securities Firms from 1990 to 2004.)
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Retirement & Estate Planning, Portfolio Manager, Vice PresidentSmith Barney Oct 1995 - Mar 2002Houston, Texas AreaGLOBAL TACTICAL ASSET ALLOCATION MANAGER | PORTFOLIO MANAGERFinancial Consultant and Portfolio Manager Managed investments for High Net Worth families, businesses, Consultant for retirement Plans: defined benefit plans, 401ks and profit sharing plans. Discretionary Portfolio Manager. Presented financial planning for money managment in Estate and Trust, Rabbi Trust accounts for tax advantaged strategies, Alternative managers, High income cash flow, growth and Principal Protection Strategic Financial Plans. -
Strategic Financial Planner - Executive Rule 144/145 - Vice Pres.Merrill Lynch Oct 1990 - Nov 1995Houston, Texas AreaCONSULTANT | STOCK BROKERFinancial Consultant - Strategic Economic Financial Planner whom created asset management campaigns for acquitions of Rule 144/145 corporate executives. Created and developed financial plans for money management and strategies for Senior Corp Exec.'s and Employee Stock Option exercising. Directly managed all levels of retirement plans to include defined benefit plans, IRAs and 401ks. Forward and Tax Free Exchange strategies.
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Tax Free Bond And Ipo Broker - Assistant Vice PresientRegional Securites Firms Jul 1988 - Nov 1990Houston, Texas AreaMUNICIPAL BOND BROKER | STOCK BROKERThe Firm originated many of the tax free municipal bond offerings in the Greater Houston area to include Initial Public Offerings for local Oil & Gas companies.
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Commander Helicopter Headquarters, Captain, Aviation, PilotCombat Aviation Brigade, 1St Cav. Div. Us Army Aug 1986 - Oct 1988Responsible for 560 Soldiers, housing and building dining facilities, Helicopter and Fixed Wing Aircraft, Pilots, Satellite, Truck and Power Generation Equipment. Set Outstanding Unit records in European Reforger Exercises with NATO Allied Forces in Belgium, Denmark and Germany.
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Protocol Dignitary Liaison Officer, Captain, Aviation, PilotHonduras, Latin America Embassy-Mil.Group Jan 1986 - Aug 1986Officer-In-Charge of congressional delegations, high level corporate and General Officer Foreign Presidential meetings and briefings.
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Helicopter Flight Operations Officer, Captain, Aviation, PilotCombat Aviation Brigade, 1St Cav. Div. Us Army Jul 1984 - Jan 1986Directly resonsible for 55 million of 22 helicopter aircraft, maintenance facilities, trucks, power generation equipment, 44 pilots, Federal Aviation Agency, FAA, Safety Aviation Standards, Brigade mission briefings and Project Manager for military exercises.
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Nuclear Weapons Launch Officer, Lieutenant, Field Artillery, Nato Heavy MissilePershing Missile Nato Brigade, Europe, Us Army May 1980 - Jul 1984Directly responsible for 3 Nuclear Warheads and missile launchers, satellite communications, 60 men, transportation and power generation equipment. Passed background check and approved for: Top Secret Atomic NATO Nuclear Weapons Security Clearance for Allied Combat Alert Missile Status duty. Directly responsible and executed launch operations in the protection of our European Theatre against Communist nuclear counter strike hostilities.
Joe Cantu Education Details
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Engineering - Economics -
Business Administration -
Spring High School -
Engineering
Frequently Asked Questions about Joe Cantu
What company does Joe Cantu work for?
Joe Cantu works for Cantu Tactical Wealth Management, Inc.
What is Joe Cantu's role at the current company?
Joe Cantu's current role is Chief Investment Officer.
What schools did Joe Cantu attend?
Joe Cantu attended United States Military Academy At West Point, Boston University, Spring High School, United States Military Academy At West Point.
Who are Joe Cantu's colleagues?
Joe Cantu's colleagues are Joshua Carvalho, Ronald Liston.
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