Ideal Client Profile

Ideal 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 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.

Clients who benefit most from our service have investable assets over $1 million. If you can relate to our Client Profile, you may benefit from our no-cost or obligation Exploratory Discussion and Introductory Process.

If your investable assets are between $250,000 and $800,000 please click here.