Connecting Investors with Opportunities
We built Canal Capital Management to provide our clients with a simple and understandable process to grow, protect and eventually transfer their wealth.
Connecting Investors with Opportunities
We built Canal Capital Management to provide our clients with a simple and understandable process to grow, protect and eventually transfer their wealth.
(i) The date on which the rating was given and the period of time upon which the rating was based (if applicable); (ii) The identity of the third party that created and tabulated the rating; and (iii) If applicable, that compensation has been provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.
Who We Serve
Our primary responsibility is to you, our Client. We are not part of a larger firm and our business model doesn’t rely on “selling products,” it’s based on providing sound advice and a high level of client service. Simply put, when you succeed, we succeed.
EXECUTIVES
Case Study
A public company executive worked for the same company for over 30 years. After deciding to change his pace of life, the executive engaged Canal Capital to paint the picture for the next stage of his life and career...
ENTREPRENEURS
Case Study
A serial entrepreneur was tired of having to go to different advisors when financial questions arose. He was looking for a single point of contact that could help him with all facets of his businesses...
FAMILIES
Case Study
The family has assets spread across generations, at a number of different financial institutions. They were interested in a family office structure that would allow them to consolidate assets and financial advice with one main point of contact...
PROFESSIONALS
Case Study
Doctors at a medical practice knew they had financial gaps inside their practice and personal lives. Canal Capital was engaged to maximize the profits within the practice, while also focusing on the partners personal wealth management...
BUSINESS OWNERS
Case Study
A family owned business was interested in selling after more than 50 years in operation. The business was the family's identity and largest asset, therefore they needed someone to guide them through the entire transition process...
INSTITUTIONS
Case Study
A foundation was looking for an investment manager who could not only help its organization with the management of its assets, but could also provide planned giving advice to its donors...
$12.6 B
Under Advisement
$4.6 B
Invested in Private Markets
$2.4 B
Deployed with Impact Intentionality
404
Families Served
Differentiators
We founded Canal Capital with the belief that there was a better way to serve clients.
Aligned Interests
Our success is solely dependent upon that of our clients.
Partner Level Engagement
Boutique firm service with large firm expertise and access.
Experienced Team
Guidance across all facets of the client experience.
Entrepreneurial Culture
Innovation is key.
What We Do
Investment Management
Driven by the client’s objectives with a focus on risk management and capital preservation.
Tax Services
Proactive tax planning helping to minimize and manage tax liabilities for today and in the future.
Financial Planning
Fully integrated planning creatively customized to each client’s unique needs.
Real Estate
Asset management and consulting services for both residential and commercial Real Estate.
Business Consulting
Advisory services for business owners and entrepreneurs looking to buy, sell or transition ownership.
Family Office
The quarterback and advocate for a family’s inter-generational wealth.
Private Wealth Management
Goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. True Fiduciary® Standards – your interests come first.
Private Investment Access
Sourcing opportunities not typically available to individual investors. Direct access to institutional-quality private investments.