At Canon Capital, we take the “Fright Factor” out of investing. We help you make wise investment choices. In today’s complicated, volatile marketplace, investing can be a scary responsibility. Canon Capital’s Investment Advisors work with business owners and personal investors to help make better decisions.
Canon Capital is a fee-only firm, rather than commission-based, which allows our advisors to offer more objective investment advice.
We understand that you are unique. We take the time to learn about the needs of our clients and then develop a comprehensive service plan that acutely reflects those needs. Our combination of process, service, and client communication gives each client clear expectations and the confidence of knowing that they have a trusted Advisor.
Retirement Plans
- 401k, 403b, Cash Balance Pension and Multiple Employer Plan (MEP) Expertise
- Institutional Investment Management
- Fiduciary Services
- Consulting
- Training & Education
- Audits and Assessments
- Full Scope ERISA 3(21) and Limited Scope 3(38) Fiduciary Delegation
Personal
- Investment Advisory
- High Net Worth
- Trust
Investment Fiduciary – Someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility.
The vast majority of the nation’s liquid investable wealth is in the hands of investment fiduciaries, and the success or failure of investment fiduciaries can have a material impact on the fiscal health of this country. As critical as their role is, more needs to be done to define the details of a fiduciary’s prudent investment process. The purpose of the Foundation is to step into this role and promote a culture of fiduciary responsibility and improve the decision-making process of investment fiduciaries.
Overview
A “fiduciary” is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. Yet, many fiduciaries are not even aware of their duties and responsibilities.
