Why Clients Choose Us

• Independent thinking.  The advice and guidance you receive is based on what is best for you and not because your advisor is hindered by a corporate mandate.
   
• Experience.  For more than 18 years we have helped clients grow and protect their wealth.
   
• Focus.  Our focus at Canoga is professional investment management.
   
• Customization. We develop a plan for each client's unique situation.
   
• Risk Mitigation.   We assemble a portfolio that mixes traditional and non-traditional asset classes to carefully manage risk.
   
• Access.  You can select from the broadest range of non-proprietary financial products.
   
• Team approach.  Your primary contact with us is through your financial advisor and their administrative partner.  Together you will be treated like family.  We often get together with our clients on a business and social level.
   
• Fainess. Because our associates offer fee based financial advice objectives are aligned with yours.  Make your assets grow in a way that is appropriate for your given level of risk.
   
• Compliance.  Our team has a 20 year industry veteran that oversees all of our investment business.  This helps to ensures you that you are being treated fairly with an extra eye on suitability and the propriety of all investment recommendations.
   
• Independent but not alone.   We are a branch of Securities America one of the nation’s largest and most successful independent securities broker/dealers with the tools to offer you quality advice.