Custom portfolios. Open architecture. AI that never sleeps.
02 — Investment Management
Most advisors sell products. They call it advice. You get a model portfolio — the same one they give 500 other clients. Your "personal CIO" is a marketing slide, not a person.
Meanwhile, tax-loss harvesting happens when someone remembers. Rebalancing happens quarterly, whether the market moved or not. And your advisor finds out about a problem the same time you do — at the next review meeting.
This isn't negligence. It's just the old model. We rejected it.
Open architecture means your portfolio isn't constrained by proprietary products. We construct every holding based on your life, not our inventory. Access to alternatives. Values-aligned options. Global markets. Whatever serves your goals.
AI monitoring 24/7 means your portfolio is watched in real-time. Tax-loss harvesting doesn't wait for a meeting. Drift is caught before it becomes a problem. Your advisor spends time on strategy, not spreadsheets.
This is what a personal CIO actually looks like.
Not just risk tolerance. Your tax situation, your estate plan, your liquidity needs, your values. We start by truly understanding the complexity of your financial life.
Every portfolio is built from scratch. No models. No templates. Asset allocation reflects YOUR life, not a questionnaire algorithm.
Machine learning monitors your positions, tax-loss opportunities, drift, and market events 24/7. Problems are caught in hours, not months.
Quarterly reviews focused on what changed in your life, not just your portfolio. Strategy adapts. Always. Because your priorities aren't static.
Custom portfolio construction
Built specifically for your circumstances, values, and goals.
Ongoing tax-loss harvesting
Automated and continuous, not quarterly or annual.
Alternative investment access
Private equity, hedge funds, and other vehicles when appropriate.
ESG & values-aligned screening
Exclude industries or companies that don't align with your values.
24/7 AI portfolio monitoring
Machine learning tracks your entire portfolio in real-time.
Quarterly performance reporting
Clear, honest reporting tied to your goals, not benchmarks.
Rebalancing & drift management
Proactive rebalancing to keep your portfolio aligned with your strategy.
Founders with 80% in one stock. We build a diversification strategy that considers lockups, taxes, and timing. Complexity is our specialty.
You have cash. We deploy it thoughtfully. No rush. No FOMO. No pressure to put every dollar to work on day one.
Your money should reflect what you believe in. We make that real, not just a checkbox. Your values shape your portfolio.
Investment and tax strategy shouldn't live in separate buildings. We coordinate both. Multi-entity, multi-state, multi-generational complexity solved.
"Returns are what happen when you make good decisions consistently.
We focus on the decisions."
— Kanan Advisors
30 minutes. No obligation. Let's explore whether Kanan is the right fit.