Pursuing a Better

Investment Experience

Learn about our investment management process backed by Nobel-prize winning research

Rather than attempting to predict the future or outguess others, we draw information about expected returns from the market itself— leveraging the collective knowledge of millions of buyers and sellers as they set security prices.

Many want to “beat the market,” how they go about it makes a difference. Investing can allow our clients to pursue higher expected returns, prudently. The market’s pricing power works against mutual fund managers who try to outperform through stock picking or market timing.

% of Active Managers
Who Beat Their Benchmark

10-year period
20-year period

October: This is one of the peculiarly dangerous months to speculate in stocks.

The others are July, January, September, April, November, May, March, June, December, August, and February.

Investing Services

Portfolio Construction
Asset Allocation
Asset Location
Global Diversification
Tax Loss Harvesting
Risk Management
Tax Management
Low Cost Funds
Sustainable Options
Behavioral Coaching
Roth IRA Strategy
canter wealth

Improving Your Odds of Success

Research has shown that securities offering higher expected returns share certain characteristics, which we call dimensions. We structure broadly diversified portfolios that emphasize these dimensions, while addressing the tradeoffs that arise when executing portfolios.

Every day, our portfolio managers and traders seek to balance costs against expected returns and diversification. We work for the slightest expected gain, as every incremental improvement can add up over time.

Investment Porfolios

based on time-tested, Nobel-prize winning strategies
inflation growth
treasury bills
government bonds
s&p 500
US large value
us small cap
us small value
Our investment approach identifies simplicity in the complexity of capital markets.

Canter Wealth offers financial planning and investment management services for pre-retirees and retirees.
Our financial planners service clients across the United States and our headquarters are in San Diego.