Investment Strategy
Our active, technical approach to managing and protecting your wealth.
Machine intelligence, human judgment
Our Investment Strategy is powered by Cannon AIQ, an internal machine learning algorithm that guides our buy and sell decisions.
We use Cannon AIQ to assist us in making informed buy and sell decisions for our clients. This is not a robo-trading system that makes transactions on its own — rather, it is an intelligent algorithm where the final buy/sell decision is made by our traders. Our Investment Strategy aims to provide strong risk-adjusted returns while also striving to minimize downside risk during periods of heightened market volatility.
Cannon AIQ — our internal ML algorithm
Intelligent Portfolios
At Cannon Advisors, our investment philosophy is at the core of everything we do. We believe in putting the well-being of our clients first, and this belief is reflected in the way we build intelligent stock portfolios for our high net worth clients.
By utilizing our internal machine learning algorithm, our goal is to navigate through different market conditions and create portfolios that are not only diversified but also optimized for long-term growth. The Cannon AIQ strategy is based on the fundamentals of our Investment Philosophy.
What sets our approach apart
Active analysis
Technical, hands-on management — not passive set-it-and-forget-it investing.
Human + AI
Our traders make the final decision, supported by Cannon AIQ insights.
Downside protection
Risk management built into every portfolio we manage.
Tax coordination
Aligned with your tax strategy for greater after-tax efficiency.
Trusted by families across the Country
Rated on Google Reviews
“As a new client, I'm extremely pleased with the financial planning and advising services. Bryan, Phil, and Barbara listened carefully and built a plan tailored to my needs, explaining complex concepts clearly. Their transparency, integrity, and proactive check-ins give me confidence in my financial future.”
“Our dealings with Cannon Advisors go back quite a long time. If I wasn't receiving good services, I would have gone elsewhere long ago. We've had nothing but positive, thorough, and well thought out interactions. I cannot recommend Cannon Advisors highly enough. Keep up the great work!”
“Barbara Bell has guided us with rock-solid advice and long-term planning as our CFP, while Bryan Cannon has expertly managed our assets. Through their steady guidance and disciplined strategy, we've experienced tremendous growth and feel genuinely confident we could retire comfortably. We recommend them without reservation.”
“Cannon has been very, very helpful and informative. Answered all inquiries in a timely and professional manner. Never rushed, and with me every step of the way in my decision process and after joining up with them. Highly recommend.”
Reviews are provided by clients of Cannon Advisors. No compensation was provided in exchange for testimonials. Individual experiences may vary and are not a guarantee of future results.
Ready to see how Cannon AIQ can work for you?
Schedule a complimentary, no-obligation conversation with a Cannon Advisors team member.