Client Profile

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 vision
• Successful in their careers
• Respected in the community
• Participate in charitable activities and foundations
• Friendly, helpful, open-minded
• Consider investment management a burden and not a hobby

Typically, our clients have investable assets of at least $1 million. Clients who benefit most from our services have investable assets over $2 million.

Our Clients:

• Share in the realization that the freedom to pursue their compelling life goals is linked to their accumulated assets
• Want to simplify their lives and are willing to enter into a mutually beneficial long-term relationship with an investment manager
• Are highly motivated to work with a fee-only advisor 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 Introductory Process

You can also view our ideal client profile.