Cantu Tactical Wealth Management

The firm centers on tactical asset allocation, actively shifting portfolio weights across equities, fixed income, and alternatives based on market conditions. This contrasts with strategic, static-allocation models that rebalance to fixed targets annually. The tactical posture implies a discretionary committee process for timing entries and exits.

The firm serves high-net-worth individuals and families, with a geographic concentration in South Florida and Latin America. Miami's role as a financial gateway for cross-border wealth means the client base likely includes entrepreneurs, business owners, and multi-jurisdictional families seeking dollar-denominated portfolio management.

The firm's registration status is not publicly confirmed. Given its Miami location and wealth management structure, it may operate as a state-registered or SEC-registered investment advisor. Clients should verify registration via the SEC's Investment Adviser Public Disclosure database.

Like most independent wealth managers, the firm likely uses third-party custodians such as Charles Schwab, Fidelity, or Pershing to hold client assets. This separation of custody from advisory is standard practice for RIAs and provides client-protection benefits.

The firm's tactical allocation model can be executed through individual securities, ETFs, mutual funds, and potentially alternative-investment vehicles such as private credit funds or real estate partnerships. Specific fund families and vehicle types are not publicly documented.