Canby Financial Advisors - Personal Services

Managed accounts with Canby Financial Advisors provide a more personal way to invest. We recognize that everyone has different financial needs and that no one investment will fit every client's situation. Consequently, Canby Financial Advisors has developed model portfolios that we tailor to meet individual clients' needs. Maintaining a managed account with Canby Financial Advisors provides our clients with the following:

Total Asset Allocation

How you diversify your portfolio among different classes of assets has been shown to be the most important factor in determining the long-term performance of your portfolio, accounting for more than 90 percent of the return on your investments.

At Canby Financial Advisors, we will determine the appropriate asset allocation for your portfolio and will then apply this allocation not only to your managed account, but to your entire portfolio, so that overall, your portfolio conforms to the appropriate asset allocation.
Frequent Communications

Managed account clients may access their portfolios online. Our advisors are available daily to answer any questions you may have.

Monthly statements and detailed quarterly reports are sent to all managed account clients to show the status of your investments.

Managed account clients are personally contacted by their financial advisor each quarter, and annual meetings are held to discuss asset management, other investment assets, and any changes in your financial goals and objectives.
No Hidden Fees

Loads and upfront sales charges are waived on all mutual fund investments in managed accounts. Managed account clients pay an annual management fee, based on the value of the assets under management. A minimum investment of $100,000 is required to open a managed account with Canby Financial Advisors.
View our Model Portfolios

Our four models have been developed to match the needs of our clients. Whether you need your portfolio to provide retirement income or you want to invest for maximum capital appreciation potential, one of our portfolios should work for you.

In addition to managing the asset allocation mix of your portfolio, we select the money managers we believe are the best in each sector of the investment markets.