Cantlon Financial Planning is a full service financial planning firm,
formed in 1984, currently managing over $55 million of traded
securities.
We are value-oriented investors but no investment
opportunities
are eliminated strictly on a formula basis. We provide our clients
with a diversified portfolio of individual stocks, bonds and other
securities tailored to their risk tolerance, financial
objectives and tax situation. Mutual funds are used sparingly to
participate in certain market sectors.
We take sole responsibility for investment selection
and keep our clients fully apprised of trading activity and account
balances.
In addition to investment in fixed income
securities, we use covered call writing to provide additional
security and income as market conditions allow.
Our interests are directly aligned with our
client's since our fees increase or decrease in direct ratio to
client portfolio performance. In addition, we invest our own money
into the same securities that we buy for you.
All accounts are custodied at Fidelity
Investments with limited trading authority granted
to Cantlon Financial Planning. Limited Trading
Authority allows us to trade on your behalf with no access to
the funds in your account. Detailed statements are provided monthly
by Fidelity Investments to our clientele. We receive
no part of the minimal trading fees charged by Fidelity
Investments for order execution.
Our minimum account size is $200,000. Our annual fee
is 8/10th's of 1% (80 basis points) on assets under management. Fees are payable quarterly,
in advance.
Returns
vary account to account due to individual investment objectives, risk
tolerance, and other factors. We are extremely proud of our performance
and how our results compare to our peers and the market indices. The
initial consultation costs you nothing and the opportunity for us both
may be substantial.
