At Canal Capital Management, we strive to deliver sophisticated & comprehensive wealth management services to clients as if they had their own family office.
Dedicated Service. Lasting Relationships.
In order to deliver superior results and service, we spend the majority of our time with our clients. So instead of going out and looking for new business, we have grown by doing our job and getting referred by those clients who have benefited from our focus. Our age also affords our firm the ability to truly form long-term, multi-generational relationships with our clients.
Our typical client has a net worth in excess of $5 million and over $1 million in investable assets with us. However, we do not have a hard and fast minimum as we believe that mutually beneficial, collaborative relationships with a wide range of clients can be realized with today’s technology. Although we serve a wide range of clients by age, roughly 2/3rds are over the age of 50 and are fast approaching times in their lives where they have to make difficult financial decisions. In this section, we have provided a few examples to highlight some of those decisions and the solutions our team came up with.