A complete list of active advisors currently associated with Cantor Fitzgerald Investment Advisors

Warmer can help you find a great advisor at Cantor Fitzgerald Investment Advisors or one who fits your needs even better.

Cantor Fitzgerald Investment Advisors provides discretionary and non-discretionary investment management to a mix of individual and institutional clients through separately managed accounts, registered mutual and interval funds, private pooled vehicles, and model portfolios made available to third-party advisors and TAMPs. The firm acts as advisor, sub-advisor, and research provider, and also serves pooled investment vehicles and investment company clients rather than only individual accounts. The firm’s investment process for its Managed ETF Portfolios combines strategic, tactical, and opportunistic asset allocation implemented primarily with index-based ETFs, alongside a separate Value and Income approach that emphasizes large-cap value, dividend-paying equities, and selective use of covered call options. Portfolios are constructed with macroeconomic research, periodic rebalancing, and the ability to customize client restrictions, and CFIA documents that some private pooled vehicles are subject to performance-based allocations. Compared with many multi-team peers, CFIA operates a broad fund complex and related sponsor activities: it manages six named registered funds (including the Cantor Fitzgerald Infrastructure Fund, an interval fund that invests in private infrastructure funds and public infrastructure securities with reference to certain United Nations SDGs), advises private funds that pay performance-based fees, and provides model portfolios to other advisors. The firm also discloses notable affiliations and structural features — including a majority ownership stake in Smith Group Asset Management and an affiliation with the broker‑dealer Cantor Fitzgerald & Co. — and participation in sponsored programs, research‑provider arrangements and certain third‑party research/hard‑dollar payment practices.

To learn more about the advisors currently working at Cantor Fitzgerald Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.