Investment Management

Introductory Process

At Canterbury, we know that choosing an investment manager is one of the most important decisions you’ll ever make. That’s why we created the Canterbury introductory process, a series of meetings designed to allow us to get to know each other. You have an opportunity to experience how we work, and we get to know you and your interests.

Because we value long-term, win-win relationships, we invite potential clients to go through a process before making any commitments. There is no cost or obligation involved in our Introductory Process.

Exploratory Meeting

  • General discussion
  • Explore individual wants, needs, experiences, concerns and goals
  • Review Canterbury’s processes, services and fee structure
  • Make decision about continuing the Introductory Process

Second Meeting

Third Meeting

  • Present Custom Investment Strategy
  • Discuss working with Canterbury
People looking for a new investment manager or a second opinion have found our introductory process to be useful in helping them learn what approach is best for them. Even those who ultimately were not a fit with Canterbury found our process to be a good experience. Our introductory process is just what it says—an introduction. There is absolutely no cost or obligation.

Please contact us at 317-732-2075 (or use the contact form) to schedule an appointment for your Exploratory Meeting.

We will mail you our introductory materials immediately. These materials include an autographed copy of our book Investor Revolution!, a CD, brochure and an article profiling Canterbury Investment Management.
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