At Canterbury Investment Management, we serve individuals who expect excellence and have made a firm commitment to achieving it themselves. In general, the people who most value our services tend to fit the following description:

• Recognize the connection between accumulated assets and the freedom to pursue their life dreams
• Successful in their careers
• Respected in the community
• Participate in charitable activities
• Friendly, helpful, open-minded
• Consider investment management a burden and not a hobby

Our Clients:

• Share in the realization that the freedom to pursue their life goals is connected to their accumulated assets
• Want to simplify their lives and are willing to enter into a mutually beneficial long-term relationship with a trusted advisor
• Are highly motivated to work with a fee-only investment manager who knows them personally and has only their best interests in mind.