Lynchburg, VA Office
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Cantor Fitzgerald Investment Advisors
Multi-team
Firm-wide stats for Cantor Fitzgerald Investment Advisors
About
Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a broad client base that includes individual and high‑net‑worth investors, institutional clients, financial intermediaries, registered investment companies, and privately offered pooled vehicles. The firm also acts as an advisor, sub‑advisor, model portfolio provider, and research provider to sponsored programs, TAMPs, UMAs, and other third‑party platforms.
CFIA offers proprietary ETF model portfolios built using a three‑step process of asset allocation, portfolio construction, and periodic rebalancing, and implements strategic, tactical and opportunistic asset allocation informed by macroeconomic research while primarily utilizing index‑based ETFs for diversification. Its separate Value and Income strategies follow a large‑cap value orientation with fundamental analysis, dividend‑income emphasis and limited use of covered‑call option writing, and CFIA manages fixed‑income exposure with relatively shorter average maturities consistent with client objectives.
The firm is the adviser to multiple registered investment companies (including the Equity Dividend Plus, Infrastructure, Large Cap Focused, International Equity, Equity Opportunity, and High Income funds) and operates a continuously‑offered interval Infrastructure Fund that allocates to both private infrastructure funds and public infrastructure securities; CFIA also sponsors and advises private pooled funds that may pay performance‑based allocations. CFIA recently consolidated Smith Group Asset Management, LLC as a wholly owned subsidiary and discloses affiliations with a broker‑dealer in the Cantor Fitzgerald group and with affiliates that serve as general partners or hold interests in trading venues—relationships that the firm identifies in its brochure and addresses through disclosed policies and procedures.
Expertise
Location
800 Main Street, 2nd Floor
Lynchburg VA 24504
Advisors at this office
3
Advisors at this office
David M
CFA®, Series 63, Series 65
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
David Marshall is a CFA® charterholder with 32 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 27 years at Flippin, Bruce & Porter. Marshall serves as a trustee and treasurer on the board of Patrick Henry Family Services, where he also chairs the investment and finance committees. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds using a strategic asset allocation approach informed by macroeconomic research.
Norman D
CFA®
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
Norman Darden III is a CFA® charterholder with 26 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 22 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individuals, high‑net‑worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.
Joseph M
CFA®, Series 63, Series 65
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
Joseph Morrell is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 26 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios based on asset allocation, portfolio construction, and periodic rebalancing, implementing strategic, tactical, and opportunistic asset allocation approaches informed by macroeconomic research.
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