Overview

A Portfolio That Reflects Your Distinct Objectives

In addition to developing your financial plan, Canby Financial Advisors can serve as your investment manager, 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 portfolio 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, contact us directly via email or at 508.598.1082.

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