Frequently Asked Questions

How is Canterbury different from other investment management firms?
Typical investment management firms manage money in a standardized, style-specific manner. They rarely communicate directly with their clients, and they don't customize portfolios to meet the client's individual needs. At Canterbury Investment Management, each portfolio is customized to meet the specific needs of each client. More...

What is an investment management consultant and how is Canterbury different?
Investment management consultants combine several investment managers or mutual funds of varying styles into portfolios for their clients with limited interaction and contact with the investment managers. At Canterbury, each client works directly with the Chief Investment Officer, who manages the portfolio based on the client's objectives. He knows and cares about the clients and their financial goals and objectives. More...

What's the difference between Canterbury and a financial planner?
At Canterbury, we view financial planning and personal financial coaching as components of personal wealth management. Our Wealth Management Benchmark^® looks at over 60 specific issues within six key categories and produces a customized action plan for each client, letting the client decide which issues need to be addressed, to what degree, and when. More...

Why does Canterbury offer investor education?
Circumventing the system is the number one reason people lose money in their investments. At Canterbury, we teach prospective clients how to avoid the common mistakes that often cost them money. The more the clients know about the fundamentals of investing, the more likely they are to stick with a process. More...

How does Canterbury's fee structure differ from other financial advisory firms?
The only fee we charge is based on the total assets we manage. Because our entire compensation comes from our quarterly management fee, we have no conflicts of interests and only our clients' long-term objectives in mind. Increasing the size of the client's portfolio through excellent customized investment management is the key to both the client's and Canterbury's success. More...