Canyon Creek Investment Advisors

Canyon Creek Investment Advisors serves individual and high‑net‑worth clients, as well as trusts, business entities and charitable organizations, managing roughly $54.7 million for about 72 client relationships. The firm offers discretionary portfolio management and a range of financial planning and consultancy services, including retirement planning, cash‑flow and debt management, employee benefits, business planning, education savings, investment reviews, and risk‑mitigation analysis.

As a fee‑only fiduciary, the adviser implements diversified, risk‑based portfolios using ETFs, stocks, bonds, REITs and mutual funds, emphasizing long‑term market exposure with a consistent strategic allocation and measured tactical adjustments. The firm retains discretionary authority to rebalance accounts, prioritizes asset quality and purposeful trading to manage risk and tax consequences, and requires custody at Interactive Brokers and/or Charles Schwab for client accounts.

Notably, one of the firm’s investment adviser representatives is also a certified public accountant who provides bookkeeping services to certain non‑profit organizations through a separate accounting entity, an affiliation the brochure describes as distinct from client advisory services. The firm also recently discontinued discretionary management of held‑away assets and the use of third‑party order‑management platforms following regulatory guidance, a compliance choice that differentiates it from many peers.