Kanaly Trust has worked together with individuals and families since 1975. We understand the unique needs of each client and apply a wealth of insights and time-tested experience to get results for our clients.
- Our purpose is give you peace of mind.
- Our purity lies in our objectivity and ability to avoid conflicts.
- Our passion shines through because we love what we do.
- Our perspective is whole because we see all parts.
- We personalize our approach to serve you best.
- The proof is in the results we’ve delivered for almost 40 years.
We give people the peace of mind to live happy and fulfilling lives
E. Deane Kanaly created Kanaly Trust with the hope of changing the way people take care of their financial affairs. He believed that by helping people protect and capitalize on their wealth, they could realize the financial freedom to truly enjoy life today and tomorrow.
It is this belief that lies at the heart of our reason for being – our higher purpose. This requires perspective, objectivity and expertise to help people understand their complete financial picture, avoid costly mistakes and make prudent decisions to protect, preserve and grow their wealth.
Our purpose has been our guiding star since day one in 1975 – directing everything we do – from financial and estate planning to investment management to trustee services – to deliver as promised, each and every day, for clients.
It’s Personal: Uncommon Care, Applied Expertise & Earned Trust
We are singularly committed to earning your trust through personal attention, purity of perspective, and protection-first performance from proven experts and dedicated teams.
Our entire business is based on personal relationships with individuals and families. We’re in it together – sitting on the same side of the table to understand needs, protect hard-earned wealth and create the peace of mind to live happy and fulfilling lives. To us, it’s personal!
That is why we make it our business to earn trust through uncommon care and applied expertise. While many firms use technology to create automated “accounts” and cross-sell features, Kanaly Trust is unwavering in mindset and behavior to go above and beyond to provide a high-touch, transparent and fully accessible “home” for clients who put their trust in us.
- Pure perspective and objectivity as an independent, client-first partner
- Serving families throughout the arc of their lives
- Access to a dedicated, experienced Kanaly Trust team of experts
- Well-researched and hand-selected investment managers
- Investment acumen + institutional insights + individual know-how
Protect your family wealth and preserve financial health for today and tomorrow
To truly help people have the confidence and peace of mind to live happy and fulfilling lives, we must understand their complete picture, assess the short- and long-term market environment, and apply our expertise and experience to align solutions and ensure a sound financial path.
We understand the importance of financial health today, as well as family financial strength and continuity for the next generation.
This is why we have built and consistently applied our sound, tested, protection-first philosophy to help clients avoid costly mistakes, preserve family wealth and pursue after-tax, after-expense returns.
If you would like to learn more about how Kanaly Trust can help you to protect and preserve your wealth,please download our brochure or call us and speak to a Relationship Manager today.
This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice.
There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Narrowly focused investments and smaller companies typically exhibit higher volatility. Bonds and bond funds will decrease in value as interest rates rise. High-yield bonds involve greater risks of default or downgrade and are more volatile than investment-grade securities, due to the speculative nature of their investments. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume.
Diversification may not protect against market risk. There is no assurance the objectives discussed will be met. Past performance does not guarantee future results. Index returns are for illustrative purposes only and do not represent actual portfolio performance. Index returns do not reflect any management fees, transaction costs or expenses. One cannot invest directly in an index.This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice.