Investment Approach

Taking the emotion out of investing

Our CAN investment platform offers advisors the ability to choose from pre-determined models that are based on a conceptually sound decision-making framework, designed to be competitive throughout changing investment environments.

By employing risk-appropriate diversification benchmarks, our Models are meant to help investors emphasize a patient, long-term perspective across all market cycles based on their tolerance for risk. Engineered using a range of equities and fixed income vehicles, our aim is to provide advisors a disciplined yet diversified portfolio construction process that helps them choose the portfolio that best aligns with their client’s risk profile.

Professionally designed and monitored by our Investment Committee, CAN Models provide structured oversight, due diligence, ongoing management, and systematic re-balancing.