Our Investment Philosophy
Technical analysis, machine learning, and active risk management — built to protect and grow your wealth in every market.
Our philosophy is built around the well-being of our clients — today, in the future, and through every market condition.
It is centered on technical analysis, with machine learning to assist us in making strategic buy and sell decisions. This approach removes the emotional bias that can lead to costly errors — protecting both your portfolio and your retirement plans.
Technical Analysis
We read what the market is actually doing — not what a headline says it should do — and let price trends guide our decisions.
Machine Learning
Our models assist us in timing strategic buy and sell decisions, removing the emotional bias that quietly erodes returns.
Active Risk Management
We manage risk through diversification and by exiting positions when they stop trending up — not by riding them down.
How We Think About Your Money
Tap a question below to hear our team explain the philosophy in their own words.
What's the Difference?
Truly guarding and growing your wealth means actively managing risk — not simply holding and hoping.
Active Investing
- Responsive to conditions that could impact the market and your portfolio
- Risk managed by diversification and by exiting positions no longer trending up
- Aims to smooth out wild swings and deliver consistent performance
- Especially valuable in retirement, when the paycheck stops
Passive Investing
- A “buy & hold” strategy that rides investments through thick and thin
- Assumes risk is handled by diversification alone — which failed many in 2008
- Leaves you exposed to wild swings that are hard to digest in retirement
- The default method practiced by most advisors today
As long as an investment is technically trending upward, we're in. When it begins to roll over, we're out. It sounds simple, but it takes time, experience, patience, and skill — and it's essential to smoothing out the swings when it counts most.
Two Types of Investment Representatives
Investment Gatherers
Personable salespeople who happen to be in the investment industry. They talk a good game, but you often end up in a model portfolio — or a product — they didn't build and aren't actively managing. Costs run higher from product and fee layering. They get paid to gather assets and manage relationships. They are passive, not active, investors.
Investment Managers
Focused on building and personally managing your portfolio instead of outsourcing the job. They avoid mutual funds and products because they want to know, understand, and control exactly what you own. Costs can be far lower without third-party fees. They take pride and responsibility for results and are driven by out-performance.
At Cannon Advisors, we are an Investment Manager running active portfolios.Which is your advisor?
Want to Go Deeper? Watch the Latest Markets 'N5
Every episode breaks down what's moving the markets — and how our philosophy puts it to work — in about five minutes.
Watch the Latest Episode* Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Investments are subject to market risks including the potential loss of principal invested.