ABOUT: THE FIRM
Professional investment management since 1973
Generations climb the ladder of success, each with unique goals. We preserve, protect and grow your wealth to enable the journey.
Cannell & Co. was founded in 1973 by Peter B. Cannell. He was joined shortly thereafter by Joyce Buchman. Throughout the firm’s history, Cannell & Co. has focused on investing our clients’ assets in common stocks of publicly traded companies as the best way to preserve and enhance purchasing power over time. When appropriate, we may also include a fixed income component to balance a client’s portfolio. A client’s asset allocation is determined by a thorough understanding of their financial circumstances and objectives.
Cannell & Co. is an investment adviser registered under the Investment Advisers Act of 1940. We are not a broker-dealer, nor do we engage in investment banking or related activities that might pose a conflict of interest with our investment advisory services.
As of September 30, 2023, Cannell & Co. had approximately $3.7 billion under management. The firm accepts clients, individual and institutional, with an account minimum of $2 million. All accounts are subject to close and regular review.