Canyon Creek Investment Advisors: Client Scheduling
Schedule Review Meeting
Consistent reviews of your investments and plans is the best way to ensure that you are progressing toward your goals. Changes in your life and in markets can be materially impactful, so we encourage our clients to schedule an hour review meeting at a minimum annually. Click here to schedule a review meeting.
Quarterly Market Update Call
Our quarterly investment and economic update is presented on the first Tuesday in the month following quarter-end. The update is presented on Google Meet at 3:30 p.m. (MST) and only available to Canyon Creek Investment Advisor clients. During the call, clients will have an opportunity to ask general questions about markets and the economy.