Connecting Investors with Opportunities

We built Canal Capital Management to provide our clients with a simple, understandable process to grow, protect, and eventually transfer their wealth.

WHAT WE DO

INVESTMENT MANAGEMENT

Driven by 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 those looking to invest in both residential and commercial Real Estate.

BUSINESS CONSULTING

Advisory services to business owners and entrepreneurs looking to buy, sell or transition ownership.

FAMILY OFFICE

The Quarterback and advocate for a family’s entire financial lives.

DIFFERENTIATORS

We founded Canal Capital with the belief that there was a better way to serve clients.

R

Aligned Interests

Our success is solely dependent upon that of our clients.

 

R

Partner Level Engagement

Boutique firm service with large firm expertise and access.

 

R

Experienced Team

Expert guidance across all facets of the client experience.

 

R

Entrepreneurial Culture

Innovation is key.

 

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.

Case Study

Small foundation was looking for investment manager that could help their organization not only through the management of their assets, but also through planned giving advice for their donors…

Institutions Case Study