Introduction
Introduction
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.
If you can relate to our Client Profile, you may benefit from our no-cost or obligation Exploratory Discussion.