Canaan Penland

One of the most successful pioneers of global investing said that the four most dangerous words of investing are “this time it’s different.” No truer statement has ever been made about Wall Street. The only thing that you can consistently rely on in the financial markets is inconsistency. As a financial advisor, Canaan has repeatedly witnessed individuals make the exact same mistakes, especially those nearing retirement. Originally from Virginia, he graduated summa cum laude with honors from Roanoke College with a BBA and concentration in finance. His interests in the financial markets and portfolio design began well before becoming an advisor, with years of experience in complex market research and the development of investment analysis software. Now residing in Southern California, he educates investors and retirees on how to maximize the value and security of their portfolios and retirement plans. “Being a financial advisor is not a matter of telling people what to invest in, but listening to their concerns and circumstances and educating them on the best available options. There must be a great deal of understanding and confidence between the advisor and the client. It is a partnership…” says Mr. Penland. “The long-standing theory of ‘buy and hold’ has become ‘buy and hope’ with little understanding of the risks involved. Hope should never be part of an investment strategy and certainly not a retirement plan.” As an insurance-licensed Investment Advisor Representative with Horter Investment Management, he designs portfolios and retirement plans that meet the very specific needs and goals of each of his clients. Through AFES, he greatly enjoys educating individuals, couples, and business owners on the best options available, adding superior value and security to their financial future. Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Greenline Associates. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life, FC Stone and Wells Fargo Bank, N.A.

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