An advisor technology platform unlike any other
Tax-Individualized Investing
Game Changing Technology
A multi-factored approach to customization
Quantitatively Driven
Proprietary analytics and optimization engines
Tax-Individualization
Portfolios customized to client tax situations
Dynamic Asset Allocation
Active rebalancing across asset classes
Continuous Tax-Loss Harvesting
Tax-loss harvesting factored into every trade decision
An Expert Team
Market and technology expertise combine to revolutionize portfolio management
With 30+ combined years of experience at premier institutions, Canopy brings world-class expertise in portfolio management, quantitative research, and technology development