What makes us Unique

We consider ourselves stewards of our clients’ Money. Our motivation is always to protect and to serve our client’s best interests. We recognized the importance of our fiduciary role and do everything in our power to earn the trust of our clients. We further distinguish ourselves in six ways:

  1. Client Focus.

    We limit our focus to the unique wealth management needs of financially successful business owners, executives, professionals, and retirees. That focus allows us to provide superior, meaningful, value-added service.

  2. Fee-Only.

    We offer a professional service for a fee, optimally aligning your interests with ours. No conflicts of interest, commissions, or products assure you objective, sound advice.

  3. Institutional Access.

    Through us you gain access to institutional-quality mutual funds, including Dimensional Fund Advisors (DFA) funds, not available directly to the public or to the vast majority of brokers.

  4. Education.

    With a fiduciary responsibility to educate you on the investments you own, we ensure you are an active participant in your financial planning process and are fully informed on the rationale behind the structure and specifics of your portfolio.

  5. Personal Service.

    We are purposefully building our firm to have fewer clients than the industry average but with more investment assets per client than the industry average, allowing you a higher level of personal service.

  6. Peace of Mind.

    Devote your time and effort to the things you are passionate about-family, career, hobbies-because by working with us, your assets are accumulating, monitored, and protected.

What your investment process will look like in 5 Steps.

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

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.