Client Profile

At Canterbury, 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 managing money a burden and not a hobby

Typically, our clients have investable assets of at least $2 million.

Clients who benefit most from our services have investable assets over $5 million.

Our Clients:

• Share in the realization that the freedom to pursue their compelling life vision 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 investmentmanager
• Are highly motivated to work with a fee-only advisor who knows them personally and has only their best interests in mind