Cantella Managed Investments

Our customized platform was built to enhance the scope and value of your advisory offering while streamlining your delivery.

  • Cantella Managed Investments Brochure
  • Fully integrated with Fidelity, Pershing and Raymond James with single sign on access (SSO) through Cantella.com
  • A simplified, uniform pricing structure across our three clearing firm platforms
  • Risk Profiling, Manager Selection and/or Model Building, Rebalancing and Block Trading, Performance Reporting, Risk Monitoring and Alerts
  • Customized proposal generation with risk budget
  • Strategist model portfolios included in the pricing
  • Ability to blend Financial Advisor as Portfolio Manager models and Strategist models inside a single brokerage account (UMA Account Structure)
  • Cantella tactical U.S. Equity and Leveraged U.S. Opportunities Strategies, as well as other premium Strategists and SMA Managers available
  • Freedom to manage assets on a discretionary or non-discretionary basis
  • Household, account level or sleeve-level performance reporting
  • Advisor performance attribution and analytics console
  • Client performance portal
  • Powered by RiskPro and FolioDynamix
  • View additional advisory platform options
BACK TO STRENGTHS

Cantella is a national broker/dealer and RIA headquartered in Malden, MA. Our clients are financial professionals, and they’re also ambitious, hard-working entrepreneurs with businesses to run. Led by an innovative and relationship-driven executive team, we help our clients operate more efficiently and compete more effectively. Their success is our success, and we never forget it.

Site Menu
Connect
Back to top