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