215.723.4881

one source, many services, the right decision

Wealth Management

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.

Professional Services Include:

The Value of Working with an AIF® or AIFA® Designee

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.

How Clients Benefit From Their Advisor’s CEFEX Certification

CEFEX-certified Investment Advisors proudly display the CEFEX Mark.  Voluntarily, they undergo annual fiduciary assessments conducted by independent expert analysts.  The resulting assessment reports are reviewed by a separate registration committee.  This program can be thought of as a sophisticated peer-review system.

Retirement Plans

The Department of Labor recently released new regulations, and Canon Capital would like to help you, as the plan fiduciary, understand these new regulations and minimize your liability as the plan sponsor, both professionally and personally. Plan sponsors have the legal obligation to make sure that their retirement plan fees are reasonable.  How do you know if your plan fees are reasonable?  As a plan sponsor, you have the obligation to either benchmark your plan or request a proposal to ensure that your plan fees are reasonable.   Canon Capital Investment Advisory is a CEFEX-certified registered investment adviser bringing world class talent to its established client base for over 25 years.  We work with top quality service providers, such as Vanguard and American Funds, which offer high quality/low-cost investments, transparent fees, superior recordkeeping, and quality education for participants at a low “all-in” cost.

Our staff consists of C(k)P™ (Certified 401(k) Professional) Designation holders, who are highly specialized and equipped to provide your company with favorable retirement plan outcomes for you and your employees.

We are confident that we can improve your Company’s Plan through better overall service at a lower cost, with our primary focus on investment monitoring, plan compliance, employee education, and reporting.  If you are interested in a free quote, please give us a call today at (215) 723-4881 and ask to speak with one of our advisors.

Request a Quote

  • 401(k)/403(b)
  • Institutional Investment Management
  • Fiduciary Services
    • Consulting
    • Training & Education
    • Audits and Assessments
  • Full Scope ERISA 3(21) and Limited Scope 3(38) Fiduciary Delegation
  • 408(b)(2) Disclosure

The Value of Working with an AIF® or AIFA® Designee

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.

Family Office Services

Canon Capital’s Family Office Services is the preferred choice for wealthy families with unique circumstances and needs.  We are capable of serving families who seek to sustain wealth across generations, or simply need a “Chief Financial Officer” to oversee and manage all of their financial affairs.  Our highly-qualified team of advisors works with each client to determine how they want to best manage the complexity in their lives.  We are fully integrated with our Certified Public Accountants, Investment Advisory and Financial Planning business units, which allows us to effectively implement solutions tailored to meet your specific needs.

Related Webinar: 

“What A Family Office Is And Is Not” presented by Peter Roland, Managing Director, and Chuck Porter, Jr., Sr. Investment Advisor

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Courtesy of The Network of Family Businesses

Further Reading:
pdfThe Uniform Family Office – Practices and Procedures for the Cloud-Centric Virtual Family Office

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