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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RECENT NEWS
Vaccine is good news, but I think we’re going to have to prepare for a tough winter
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 [...]
D.A. Davidson bets on Ulta Beauty as country continues reopening process.
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.
With retail earnings on deck, traders break down what to watch
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 [...]
Here are some of the most shorted stocks
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 [...]