Canter Companies is pioneering a new branch of financial planning called Integrated Asset Management (IAM). Huffington Post sits down with Andrew Canter, founder and CEO of Canter Companies, to share his insight on this emerging field.
According to Huffington Post, “real estate assets are significant and require specialized considerations that a typical investment advisor may not be educated about. As a result, IAM places investment advisors under the same roof as real estate professionals, functionally marrying to two areas of expertise.”
During the interview, Canter shares the biggest thing people miss in their wealth management when they do not include real estate asset considerations along with what inspired Canter Companies to start this new branch of service.