Through our acquisition of Smith Group Asset Management, we uphold a proven track record dating back to 1995 focused on capturing unexpected earnings growth. We offer strategies via separately managed accounts (“SMA”), unified managed accounts (“UMA”), and mutual fund structures.
Capabilities
Equity Strategies
Achieve potential long-term capital appreciation through traditional solutions.
Growth and Core Equity Strategies
Cantor Fitzgerald Large Cap Focused Fund
NASDAQ:
Institutional Class: FICHX
Class A: FICGX
Class R6: FICIX
The Cantor Fitzgerald Large Cap Focused Fund is a mutual fund registered under the Investment Company Act of 1940 that seeks to invest in companies with improving returns that, over time, will be converted to higher growth rates.
Investors should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund and should be read carefully before investing. The prospectus may be obtained at (833) 764-2266 or visiting
https://largecapfocusedfund.cantorassetmanagement.com. The Fund is distributed by Ultimus Fund Distributors, LLC, Member FINRA/SIPC.
Cantor Fitzgerald International Equity Fund
NASDAQ:
Institutional Class: CFIKX
Class A: CFIOX
Class R6: CFITX
Class F: CFIJX
The Cantor Fitzgerald International Equity Fund is an open-end mutual fund registered under the Investment Company Act of 1940 that aims to identify companies based outside the U.S. that the portfolio managers believe offer the best potential for unexpected earnings growth.
Investors should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund and should be read carefully before investing. The prospectus may be obtained at (833) 764-2266 or visiting https://internationalequityfund.cantorassetmanagement.com. The Fund is distributed by Ultimus Fund Distributors, LLC, Member FINRA/SIPC.
SMAs and UMAs
Cantor Fitzgerald Large Cap Focused
Our Large Cap Fitzgerald strategy seeks long-term growth of capital by identifying large and mid capitalization U.S. companies with earnings growth that the portfolio manager believes to have the ability to be converted to higher growth rates and exceed investor expectations. The investment process integrates quantitative research to identify opportunities and risks swiftly, and fundamental analysis to verify sources of unexpected growth.
Cantor Fitzgerald Large Cap Diversified Growth
Our Large Cap Diversified Growth strategy uses quantitative and qualitative analysis to identify high-quality, reasonably valued companies poised to deliver an earnings growth rate in excess of investor expectations. The portfolio is constructed with fundamental and risk characteristics similar to the Russell 1000 Growth index.
Cantor Fitzgerald Large Cap Diversified Core
Our Large Cap Diversified Core strategy uses quantitative and qualitative analysis to identify high-quality, reasonably valued companies poised to deliver an earnings growth rate in excess of investor expectations. The portfolio is constructed with fundamental and risk characteristics similar to the Russell 1000 Index.
Cantor Fitzgerald Dividend Growth Equity
Our Dividend Growth Equity strategy seeks to provide a high level of current income with a sustainable trend of increasing dividends. The portfolio is designed to provide long-term inflation protection and an attractive risk-adjusted return with down-market protection over the full market cycle.
Cantor Fitzgerald Global Equity
Our Global Equity strategy seeks long-term growth of capital by identifying companies from developed and emerging markets around the globe with earnings growth that the portfolio manager believes to have the ability to be converted to higher growth rates and exceed investor expectations. The investment process integrates quantitative research to identify opportunities and risks swiftly, and fundamental analysis to verify sources of unexpected growth.
Cantor Fitzgerald International Equity
Our International Equity strategy seeks long-term growth of capital by identifying companies from developed and emerging markets outside the U.S. with earnings growth that the portfolio manager believes to have the ability to be converted to higher growth rates and exceed investor expectations. The investment process integrates quantitative research to identify opportunities and risks swiftly, and fundamental analysis to verify sources of unexpected growth.
Cantor Fitzgerald Small Cap Focused Growth
Our Small Cap Focused Growth strategy seeks long-term growth of capital by identifying small and mid capitalization U.S. companies with earnings growth that the portfolio manager believes to have the ability to be converted to higher growth rates and exceed investor expectations. The investment process integrates quantitative research to identify opportunities and risks swiftly, and fundamental analysis to verify sources of unexpected growth.
Economic and Market Commentary
Explore quarterly economic and market perspectives provided by our portfolio managers.
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Value and Income Equity Strategies
Through our acquisition of Flippin, Bruce & Porter (“FBP”), we help clients achieve long-term capital appreciation and consistent cash flow using a highly disciplined approach to value investing that has been delivering results since 1985.
Cantor Fitzgerald Equity Dividend Plus
Fund
NASDAQ:
Institutional Class: FBPEX
Class A: FBPGX
The Cantor Fitzgerald Equity Dividend Plus Fund is an open-end mutual fund registered under the Investment Company Act of 1940 that seeks to invest in a diversified portfolio of 40-50 companies, comprised primarily of higher dividend yielding, undervalued equity securities with long-term capital and dividend growth potential. The adviser employs traditional value manager equity selection coupled with a conservative covered call option writing strategy to further enhance portfolio income.
Investors should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund and should be read carefully before investing. The prospectus may be obtained at (833) 764-2266 or by visiting https://equitydividendplusfund.cantorassetmanagement.com. The Fund is distributed by Ultimus Fund Distributors, LLC, Member FINRA/SIPC.
SMAs and UMAs
Cantor Fitzgerald Equity Dividend Plus
Our Equity Dividend Plus strategy provides a portfolio with high dividend yield, a growing cash flow stream, and competitive total returns. The strategy seeks to achieve its objective by investing in a diversified portfolio of quality, large cap value equities with above average, and growing dividend streams. We couple this with a conservative covered call writing strategy to further enhance cash flows.
Cantor Fitzgerald Large Cap Value
Our Large Cap Value strategy uses a traditional large cap value, bottom up, fundamental, equity approach with decisions made by an investment team that looks beyond investor emotion, discounts Wall Street expectations, and relates historical financial company characteristics to current price. Historical screens on price/book, price/earnings, price/cash flow, price/sales, and yield are used to identify high-quality securities that we believe are significantly undervalued and have potential for capital appreciation.
Cantor Fitzgerald Balanced
Our Balanced strategy has an objective of long-term growth and income. On the equity side, we use either our dividend focused strategy or value strategy, depending on client’s investment objective and risk tolerance. The fixed income approach includes corporate debt obligations and U.S. Government obligations that are acquired primarily for their income return and secondarily for capital appreciation.
To learn more about this customized solution, please contact your financial advisor or Cantor Fitzgerald at [email protected] or (855) 9-CANTOR.
Investors should consider the investment objectives, risks, charges, and expenses of the SMA and the fund before investing.