HELPING PEOPLE MAKE WISE DECISIONS ABOUT THEIR INVESTMENTS

A Word From Canterbury

Mission Statement

My personal mission is to assist clients in all aspects of accumulating, preserving, enjoying, and distributing wealth to achieve financial peace of mind.

My History

For over 36 years I have been a financial advisor I have worked with individuals, families, and company retirement plans to provide exceptional investment management and holistic financial planning service.

As an Alabama Registered Investment Advisor, I am a fiduciary to my clients and dedicated to put my clients’ interests first. From investment management, retirement planning, financial planning, estate planning guidance, and tax planning guidance – my goal is your financial peace of mind.

Estate Planning Guidance

While accumulating and conserving wealth throughout your life, you want to know how those assets will be distributed after your passing. This distribution requires thoughtful and current estate planning.

Estate planning may need to go beyond simply having a Will or Durable Power of Attorney. You may want to consider a trust to accomplish specific goals such as maintaining privacy, charitable giving, or college funding.

We will work with you and your estate planning attorney so that your estate is planned as you wish. We will talk about trusts, charitable giving, or other ideas you have for your estate.

Guiding Principles

Clients are my focus. I am dedicated to my clients’ success and define my own success in terms of their success. I will strive to understand their needs and to meet or exceed their expectations by delivering practical advice, effective implementation, well designed investments, and always providing outstanding value. I will continuously renew our resources to insure I bring my clients the most up–to–date methodologies and know how.

Teamwork is essential. I work together in planning, setting standards, and continuously improving and delivering quality service. I work together with teams – locally, regionally, and nationally to best serve our clients.

Core Values allow me to conduct my business affairs with uncompromising honesty and integrity. I will treat everyone with respect and dignity. I will work to comply with all applicable laws and regulations. I will seek opportunities to contribute to our community.

My Core Values Are:

  1. Appreciation:  Is expressed and received with dignity. Counting our blessings and helping others see theirs.
  2. Collaboration:  Authentic and passionate engagement with others towards meaningful, extraordinary results and relationships. All voices have value and importance.
  3. Excellence:  A promise to those we serve and to ourselves to continually improve, raise your standards, and give your best.
  4. Integrity:  We are honest and authentic in all of our actions and relationships, with a willingness to accept discomfort to maintain it.
  5. Passion & Fun: Having enthusiasm and passion for my profession while creating a happy and healthy environment.
  6. Integrity Statement Integrity is a fundamental part of my philosophy. My commitment to integrity means that all of my actions and relationships are based on these uncompromising values. 

Uncompromising Values 

  • Our Business Approach, Using the Efficient Market Theory, Modern Portfolio Theory, and the Fama French 4 Factor Model.
  • Communicate honestly.
  • Comply with applicable laws and regulations.
  • Deal fairly in all our relationships.
  • Take responsibility for our actions.
  • Honor our commitments and obligations.
  • Treat each other with respect.
  • Commitment to steady, long–term improvement
  • Approach our work with a focus on results, a sense of timeliness, and a healthy dissatisfaction with the status quo. Demonstrate leadership which encourages teamwork, open communications, and mutual trust. Maintain our firm’s independence and local control to better serve our community’s clients and professionals.

Managing your wealth, with the focus on Investment rules, and academic research

Helping with Your Investment Needs

Sit down with Paul and let him help you put together an investment portfolio that fits your risk profile. He knows you have worked hard for your money, and it is his duty to listen to you and give you his best advice. He is here to help you and your family members.

Paul Abele believes strongly in Nobel Prize-winning Efficient Market Theory that states all information (both pubic and private) and priced into the current market price of each stock that trades on a public exchange. Unknown events move the stock market, and attempting to foresee the future is elusive at best.

I am proud to offer a complimentary book, designed to provide a workable, sensible framework for investors, The 5 Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one’s biases and emotions get in the way of investing success.

the hand of the man does entries in official papers

FREE CONSULTATIONS - CALL (205) 871-1692

Contact Us

Phone
(205) 871-1692

Hours of Operation
Monday – Friday, 8:00 a.m. – 5:00 p.m.

Address
400 Office Park Dr. Suite 103 
Mountain Brook, AL 35223

Service Area
Alabama Region

Thank you for your interest. We look forward to hearing from you soon.

Make an Appointment to talk with Paul. No-Cost or obligation, of course.

Contact Us!

Disclaimer:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not afiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

No theory or strategy assures success or protects against loss.

The views provided on this web site are intended to provide the investor or potential investor with an introduction to the company and its investment strategies. Canterbury Investment Advisors is registered in Alabama and any other jurisdiction covered by the de minimus exemption. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services by the company in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax or other advice, nor should be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. A copy of the company’s current written disclosure statement discussing Canterbury Investment Adivsors business operations, services, and fees is available from the company upon request, by clicking the following link Brochure or by visiting www.Adviserlnfo.sec.gov.