Customized strategies with exceptional service


Working for you

I believe my clients are the CEOs of their lives and businesses and I serve as their personal CFO: co-fiduciaries working together to manage assets in a responsible and thoughtful way. When you work with me I serve as a single and fully accountable point of contact, providing access to my team of specialists and resources.


 

Investment philosophy

You can build wealth by aligning your decisions with your deepest values and highest expectations. A successful investment strategy originates and reflects your core beliefs and carefully balances that with your tolerance for risk.  I can help you make the decisions that reflect your values and create wealth in a sustainable way. How do I do this? I recommend a strategic asset allocation that is a broadly diversified portfolio of stocks, bonds, cash and alternatives. I will add tactical managers as appropriate to help take advantage of the upside, yet still provide some protection on the downside. I believe diversification is an important risk mitigator, but over-diversification mutes returns. I do not chase hot stocks or managers, but instead wait for a pullback for a better risk/reward entry point. I  use technical analysis to take the emotion out of investing and to help us make the decision of when to buy or sell. Lastly, I believe investing for the long term.


Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

 

Staying connected with Mark

Mark Cannon offers extensive professional experience in helping his clients achieve their financial goals.
 
He views regular communications with clients as an essential part of an effective advisor relationship. Mark is in contact with clients frequently to discuss performance, changes in forecast expectations and resulting portfolio strategies. He believes an ongoing dialogue will help to produce and maintain an investment strategy that is consistent with each client’s goals and objectives.

Mark looks forward to working with you.

Latest Insights

Commuters on a train

A return to yield curve normalcy?

May 23, 2024 | Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

Read more