“Someone is sitting in the shade today because someone planted a tree a long time ago" Warren Buffett
Lower Cost
We help you keep fees and commissions as low as possible. Every dollar paid in trading fees and taxes means a reduction in your overall investment return. We focus on strategies that will minimize fees and improve your investment return over the long term.
Tax Efficiency
Our investment approach takes into account your tax circumstances with a goal to maximize your investment return, while at the same time minimizing your tax liability. We feel tax efficient investing should be a priority for our clients.
Diversification
All of our model portfolios are built around diversification. We aim to minimize your risk by diversifying your portfolio across all the major asset classes, regardless of your account size.
Independent
We are not affiliated with any broker dealers or fund companies. We provide clients with independent advice, keeping our goals in line with our clients' needs.
Our Investment Philosophy
Investing is the sole way to preserve your wealth. Our goal is to help you preserve the assets you've spent your life building. By working with a fee-only fiduciary investment advisor you are getting objective financial advice from an advisor who puts the client's best interest ahead of their own.
Our goal is to help you manage risk and build a diversified portfolio of asset classes which will help you grow your wealth and outpace inflation over time. We aim for broad diversification across asset classes and overweight sectors and regions which we believe will outperform in the next 12 to 18 months. By not charging commissions or sales incentives we align our goals with those of our clients.
Forms
Below are some common Canty Financial Management forms for your convenience.
