GoldenX Company, operating as Canopy Capital Group, offers sub-advisory portfolio management services to investment professionals and financial advisors via an online platform. Canopy creates customized investment portfolios, primarily using fixed income securities, based on the selections and inputs provided by its clients (the investment professionals and financial advisors) on behalf of their underlying investors. Canopy does not have direct contact with the investors; the client is responsible for maintaining the relationship and determining the suitability of the investment strategy.
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.