Canter Companies Strengthens Portfolio with Launch of Strategic Wealth Management Division

Canter Companies Strengthens Portfolio with Launch of Strategic Wealth Management Division

Full-Service Investment Firm Now Offers Complete Suite of Complementary Services – Capital, Development, Brokerage, and Wealth Management

SAN DIEGO, CA – Jan. 15, 2015 – Canter Companies, a full-service investment and real estate firm dedicated to the entire lifecycle of development and investments, today announced the launch of its newest division, Canter Strategic Wealth Management. After starting in 2007 as a small real estate boutique firm, the company has expanded to four divisions – Canter Development, Canter Brokerage, Canter Capital and Canter Strategic Wealth Management – with more than 60 employees. This new division called Canter Wealth provides a unique value proposition that combines wealth management services with real estate in one location. The office is located in the La Jolla community of Bird Rock. Canter Wealth will be led by Managing Director Eric McMullen, a 20–year veteran in the financial services industry.

Canter Wealth bridges the gap between real estate services and investment opportunities and can provide access to adaptive and focused investment tools to help clients achieve their long-term financial goals.

“We are able to provide an institutional level of financial services with this new division,” said Andrew Canter, president and CEO of Canter Companies. “It was developed to supplement our existing offerings in real estate and investment. And, with the addition of Eric McMullen, a seasoned financial services veteran, it means Canter Wealth can provide a consistent level of financial service throughout the lifecycle of our relationships with clients.”

“Canter Wealth will manage exchange traded funds (ETF) strategies and we also have a strong approach to RIA acquisitions,” said McMullen. “We have a team of ETF active strategists who follow macroeconomic and ETF product trends and each new advisor we bring on is empowered to focus on their core competencies. By doing this they are able to meet and hopefully surpass client expectations while growing their business.”

Canter Companies worked with the local division of Gensler, a global architecture firm, to design the office space using the surrounding community of Bird Rock as the inspiration. It features an open concept with reclaimed wood, indoor and outdoor seating and custom artwork by local artist Aaron Chang to instill a welcoming, communal atmosphere. The Bird Rock location, at 5623 La Jolla Boulevard in La Jolla, also serves as a meeting place and host to reoccurring community events that include barbecues, beer tastings and open houses. The first Bird Rock open house of 2015 will be held this Friday, January 16 starting at 1 p.m. and will include complimentary food and beverages for all guests.

About Canter Companies

Canter Companies, with headquarters in San Diego, CA, is a full-service investment firm focused on the capitalization of what is happening right now. Since its inception in 2007, Canter Companies has remained at the forefront of opportunistic investing. Relationships with our partners and affiliates give us the agility to entertain unique investment opportunities both inside and outside of the real estate industry. We bring investment services to the retail space and take risks alongside our investors. By bringing complementary business entities under one roof, we have built a vertically integrated structure that allows us to oversee the entire lifecycle of an investment. For more information please visit www.cantercompanies.com.

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Media Contact:

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KCD PR

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Phone:

Direct:  619-817-8912

 

Downtown

655 West Broadway
Suite 1650
San Diego, CA 92101
T: 619.546.0973

Bird Rock

5623 La Jolla Blvd
La Jolla, CA 92037
T: 858.729.9943
cantercompanies.com/bird-rock

La Jolla

7825 Fay Avenue, Suite 140
La Jolla, CA 92037
T. 858.454.2238
canterlajolla.com

Encinitas

90 North Coast Highway 101, #211
Encinitas, CA 92024
T: 760.230.1513
canterencinitas.com