Investment Management

Investment Management That Reflects Your Unique Financial Objectives

In addition to developing your financial plan, Canby Financial Advisors offers managed accounts where we serve as your investment adviser, strategically determining your portfolio’s investment mix and adapting it over time as events, markets, and life situations change. With an emphasis on tax efficiency, your managed account will reflect your distinct needs and objectives, shaped by your personal tolerance for risk.

As independent advisors, we offer access to a wide selection of investment options, including low-cost, institutional-class, and socially responsible investment vehicles. Equally important, we have the experience necessary to know which options may make the most sense for you. We also consider investments beyond your portfolio, such as your employer retirement plan, to ensure a big-picture perspective.

Putting it simply, we focus on managing your investments, so you’re free to focus on enjoying life.

 

To learn more,  please contact us at [email protected] or call 508.598.1082.

Minorira
 

The Minor Roth IRA is a powerful way to encourage your children to make saving for retirement an early financial priority.