Canon addresses three key areas
of financial concern for high-net worth individuals and institutions:
Investment Management, Integrated Planning, and Financial Adminstration.
Our comprehensive offerings in each of these areas provide a "one-stop
shop" for clients enabling them to centralize these key areas and
create an integrated approach to their total financial picture.
Investment
Management
Objective: To advise on and execute the total investment plan of
our clients by offering a complete suite of products/managers
- Construct comprehensive investment plans customized to the unique
needs of each individual client
- Develop and execute strategic and tactical asset allocation
strategy
- Select appropriate investment managers based on each clients'
risk/return profile.
Integrated
Planning
Objective: Create a plan of action to grow and preserve wealth
Integrated Wealth Planning combining:
- Financial Analysis and Planning
- Investments
- Tax Planning
- Trust & Estate
- Coordination of advisors
Financial
Administration
- Monitor collection of cash flows
- Bill payment and handling of other expenditures
- Record keeping
- Tax preparation
- Weekly & monthly cash flow reporting
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Approach
Canon employs a four-step approach to develop and execute a tailored
financial strategy for our clients.
• Step 1: Crystallize Objectives
We work with clients to understand their current financial picture
as well as goals (short and long term), day-to-day financial needs
and risk tolerance.
• Step 2: Design Investment Strategy
Based upon client objectives, we create a customized investment
strategy that will maximize return, while meeting specific client
needs, such as liquidity concerns, income needs, etc.
• Step 3: Implement Strategy
After the client has approved the investment strategy, we work with
our client and other members of our clients’ financial team to phase-in
their strategic asset allocation taking into consideration such
items as cost basis, potential tax impact, and other significant
factors.
• Step 4: Monitor & Review
Once implemented, we carefully monitor the progress of the investment
strategy making adjustments over time for tactical shifts in the
portfolio and changes in our clients’ financial situation.
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