Client Profile

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

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