Portfolios built around your goals, your risk tolerance, and the rest of your financial life — not a model off a shelf.
Investment management at Canyon Strategic Wealth begins with a question most firms skip: what is this money actually for? Your portfolio is not an end in itself. It is one instrument in a larger plan, and we build and manage it to serve the goals, timeline, and tax picture specific to your household.
As a fiduciary, we are bound to act in your best interest, and that shapes everything — how we construct portfolios, how we manage cost and tax drag, and how candidly we talk with you about risk. Your assets are held at Charles Schwab, an independent custodian; we never take custody of your funds.
We design your portfolio around your actual objectives and time horizons — retirement income, a future liquidity event, education funding — rather than a one-size-fits-all model.
Markets move and so does your life. We monitor your portfolio continuously and rebalance with discipline, so your allocation stays aligned with your plan.
Where it benefits you, we use asset location, tax-loss harvesting, and careful trade timing to reduce the tax drag on your returns, coordinated with your CPA.
You receive straightforward performance reporting and direct access to your accounts through Schwab, so you always know exactly where you stand.
Your assets are custodied at Charles Schwab, one of the largest independent custodians in the country. Canyon Strategic Wealth never takes custody of client funds; Schwab provides independent statements and account access.
We build diversified, goal-aligned portfolios suited to your objectives, time horizon, and risk tolerance. We favor a disciplined, evidence-based approach over forecasting or market timing.
We monitor portfolios on an ongoing basis and rebalance as needed, and we review your investments with you at your planning meetings — and whenever a market or life event warrants it.
Schedule a complimentary discovery call and we'll talk through your situation.
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