SEC CRD #801-133980
Canopy login Request a demo Thanks for reaching out Someone from our team will reach out to you shortly. Oops! Something went wrong while submitting the form. An advisor technology platform unlike any other Tax-Individualized Investing® Separately Managed Accounts Dynamically Rebalanced Managed at Scale Personalization Deliver portfolios adapted to the unique tax profile of each client and benefit from tax-loss harvesting that is factored into every trade decision Customization Specify different risk exposures and allocation limits for each client across multiple fixed income asset classes Optimization Leverage proprietary analytics and optimization engines backed by decades of fundamental investing experience Advisor Experience Enable powerful client prospecting and engagement through an intuitive web-based advisor interface
RAMZI FARIS
CHIEF OPERATING OFFICER
📞 (781) 222-3972
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AUM
$1.3B
Location
WOBURN, MA
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