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