Cannon Capital Management, Inc.

Firm Profile

We have over six decades of investment experience. We do what we say we will do. We provide you with realistic projections, clear communication, and dependable follow through. We meet with you personally and regularly so that you are confident about your and your employees financial future. We do this in a very cost effective manner that encourages employees to participate and achieve their financial aspirations.

KEY CONTACTS
Chace Cannon, (801) 566-3190, chace@cannoncap.com

Clint Cannon, (801) 566-3190, clint@cannoncap.com

Nelson Cannon, (801) 566-3190, nels@cannoncap.com

WEBSITE www.CannonCapital.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million), Mid ($10-$100 million)

OPTIONS AVAILABLE
• Business Development Consultants
• 3rd Party Vendor Analysis Tool
• Benchmarking Tools
• Participant Advice/Participant Services
• Allows Fiduciary Declaration3(21)/3(38)
• Custom Risk based/target date models
• 408(b)(2) – in-house or outsourced
• Plan feature review/plan design consulting
• Plan sponsor fiduciary training
• Partner with an ERISA 402 and 3(16) Plan Administrator to handle the fiduciary issues and requirements.