Chantico Global offers institutional asset allocation consulting services including: strategic studies, tactical monitoring and process reviews.

KEY SERVICES

STRATEGIC REVIEW

Customized portfolio analysis utilizing the Chantico Strategic Framework capital markets assumptions consistent with integrated economic scenario inputs

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TACTICAL REVIEW

Monitor asset classes as well as sub asset classes (sectors, countries, etc.) according to the Chantico Tactical Framework to identify relative attractiveness

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PROCESS REVIEW

Design and review investment policy statement, investment process/documentation and boards/ committee workshops according to Chantico Best Practices

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CHANTICO GLOBAL SEEKS TO EMPOWER CLIENTS WITH FRAMEWORKS TO ENABLE HIGH CONVICTION DECISIONS

Through unbiased investment advice and a robust asset allocation framework, Chantico Global attempts to consistently grow wealth and meet investment goals while minimizing risk and loss of capital for its clients

Gina Sanchez, Founder & CEO

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Gina Sanchez, Chantico Global

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RECENT NEWS

  • Exchange

Vaccine is good news, but I think we’re going to have to prepare for a tough winter

November 12th, 2020|0 Comments

Gina Sanchez, Chantico Global and Jeff Mortimer, BNY Mellon Wealth Management director of investment strategy, join ‘The Exchange’ to discuss what they’re seeing in the markets after stocks dropped due to Covid concerns. Vaccine is [...]

  • Power Lunch

D.A. Davidson bets on Ulta Beauty as country continues reopening process.

September 10th, 2020|0 Comments

D.A. Davidson is betting on Ulta Beauty with a buy rating as the country continues to reopen. Matt Maley of Miller Tabak and Gina Sanchez of Chantico Global, join Trading Nation to discuss.

  • Power Lunch

With retail earnings on deck, traders break down what to watch

August 14th, 2020|0 Comments

Walmart, Target and Home Depot are set to report in the coming week. Gina Sanchez of Chantico Global and Delano Saporu of New Street Advisors discuss what to watch. It is retail’s time in the [...]

  • Trading Nation

Here are some of the most shorted stocks

August 14th, 2020|0 Comments

Gina Sanchez of Chantico Global and New Street Advisors’ Delano Saporu join CNBC Trading Nation to discuss some of the most shorted stocks. Short traders are throwing cold water on hopes of a bump-free return [...]

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We have built a strong framework to ensure consistency across multiple asset classes using macro consistent forecasted inputs.

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