Canter Wealth Management Announces Partnership with TriVant Custom Portfolio Group
Canter Wealth will operate as a sub-advisor and offer TriVant’s custom portfolio management
SAN DIEGO, CA – August 27, 2015 – Canter Companies, a full-service investment, wealth management and real estate firm today announced its partnership with San Diego-based TriVant Custom Portfolio Group. Under the terms of the agreement, Canter Strategic Wealth Management (Canter Wealth) will act as a sub-advisor to TriVant and utilize TriVant’s portfolio management services for Canter Wealth clients.
“This partnership gives us the ability to work with experienced portfolio managers and our clients will benefit from their experience,” said Andrew Canter, president and CEO of Canter Companies “We look forward to working with TriVant and are excited to bring their caliber of expertise to the Canter team.”
Canter Wealth was formed in January of 2015 and is led by financial service veterans Isaac Dixon, Vice President of Portfolio Management and Eric McMullen, Managing Director. Canter Wealth has two offices in San Diego, one in downtown and a second office in the Bird Rock community of La Jolla. Canter Wealth bridges the gap between investment opportunities and real estate to provide access to adaptive and focused investment tools that help clients achieve their long-term financial goals.
The partnership with TriVant is part of Canter Wealth’s 2015 plan for growth through acquisitions while expanding the company to enhance individual client models. “We’re thrilled to be working with Canter Companies,” said John Barber, chief investment officer of TriVant Custom Portfolio Group. “It’s rare to have the opportunity to work with a financial firm so focused on adapting within an evolving market.”
About Canter Companies
Canter Companies is a full-service investment firm focused on the capitalization of what is happening now. Since its inception in 2007, Canter Companies has remained at the forefront of opportunistic investing. Relationships with our partners give us the agility to entertain unique opportunities both inside and outside of the real estate industry. We bring investment services to the retail space and take risks alongside our stakeholders. By bringing complimentary business entities under one roof, we have built an integrated structure that allows us to oversee the entire lifecycle of investments.
About TriVant Custom Portfolio Group
TriVant Custom Portfolio Group is a separate account management specialist with a client base geographically dispersed throughout the United States. Focusing on its founding principles of cost efficiency, customization and service (the context of the name “TriVant”), the company has achieved an enviable track record in terms of portfolio performance. The company was founded in 2003 by Dan Laimon and John Barber with a focus on providing expert financial advice and outstanding client service.