Canny Capital Management, LLC

Canny Capital Management provides discretionary portfolio management and integrated financial planning primarily for individual investors, and also accepts institutional clients; the firm manages roughly $4.6 million across 29 client accounts and requires a minimum investment for new accounts. Financial planning services are included for portfolio management clients, with additional planning available on an hourly basis.

The firm’s investment approach is a bottom-up, fundamental analysis focused on conservative, value-oriented stock selection and concentrated portfolios held with a long-term horizon; trading is intentionally infrequent and portfolios are rebalanced as needed. Clients receive written investment policy statements and custom reporting, including quarterly account statements that highlight near-term goals and semi-annual letters discussing portfolio activity and market observations.

What is distinctive relative to many peers is the firm’s acceptance of institutional portfolio management despite its modest asset base and client count, a less common practice among independent advisers of this size. The firm also notes a principal’s contracted industry research work in the property and casualty insurance sector, recommends a specific custodian, discloses soft-dollar benefits used across client accounts, and maintains a written code of ethics that governs personal trading and other potential conflicts.