Overview
Canon Capital Partners is a financial advisory
firm founded to provide independent, objective, financial advice,
and a full suite of wealth management services and products to high-net-worth
individuals, businesses, and institutions.
The management team of Canon has substantial experience in managing
the financial needs of high profile athletes, entertainers, corporate
executives, endowments, foundations, and private business owners
across multiple continents. The team brings a wealth of resources,
expertise, experience, and creativity to tackle and solve the myriad
of complex financial issues and challenges facing wealthy individuals.
We help our clients achieve their financial and investment goals
by:
- Understanding each client’s unique situation
- Conducting qualitative and quantitative portfolio analysis
- Developing investment policy statements & comprehensive
financial plans
- Providing asset allocation and manager selection services
- Executing our clients’ strategic and tactical asset allocation
plans
- Providing ongoing risk management oversight across our clients’
portfolios.
Canon offers its clients access to a large universe
of top-tier investment management products across all asset classes
on a completely open-architecture platform. Our clients can choose
from the following investment vehicle types:
- Mutual Funds (Core, Growth & Value)
- Separately Managed Accounts
- ETF’s
- Private Equity Fund-of-Funds
- Hedge Fund-of-Funds
The principals of Canon act as key members of our
client’s overall management team providing access to top-tier
investment management products, sound financial advice and unparalleled
customer service.
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The Canon
Advantage
A boutique financial advisory firm with large firm resources, Canon
maintains a client-centric focus and commitment to objective financial
advice, while providing access to institutional quality products,
services, and intellectual capital. As a result, we are able to
deliver comprehensive, personalized service to our clients.
Objective Advice
As an independent investment advisor, Canon is not restricted to
marketing products that are managed in-house, enabling us to offer
best of breed product solutions to our clients.
Proven Track Record with High Net Worth Individuals
& Institutional Investors
The Canon team has significant experience understanding and meeting
the needs of various segments of high net worth and institutional
investors, including:
- Athletes & Entertainers
- Endowments & Foundations
- Business Owners
- Corporate Executives
Access to Top Traditional and Alternative
Investments
- Strong relationships with top-tier investment management firms
- Exclusive access to highly sought after alternative investment
funds
- Access to the latest investment and economic research from top
investment banks and leading analysts
Client-focused personalized service
We take time to carefully understand and evaluate the needs of each
individual client we serve and leverage our suite of services to
best fit their financial objectives.
Trust
Trust is at the core of Canon’s service philosophy. The management
team maintains the highest level of discretion and confidentiality
in all client matters.
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