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Capabilities / Equity Strategies
Capabilities

Equity Strategies

Achieve potential long-term capital appreciation through traditional solutions.

Growth and Core Equity Strategies

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.

 

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.

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SMAs and UMAs

Cantor Fitzgerald Large Cap Focused

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Cantor Fitzgerald Large Cap Diversified Growth

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Cantor Fitzgerald Large Cap Diversified Core

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Cantor Fitzgerald Dividend Growth Equity

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Cantor Fitzgerald Global Equity

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Cantor Fitzgerald International Equity

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Cantor Fitzgerald Small Cap Focused Growth

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MARKET PERSPECTIVES

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.

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SMAs and UMAs

Cantor Fitzgerald Equity Dividend Plus

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Cantor Fitzgerald Large Cap Value

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Cantor Fitzgerald Balanced

Investors should consider the investment objectives, risks, charges, and expenses of the SMA and the fund before investing.