Canterbury's initial engagement begins with a conversation regarding the client's goals. We discuss the client's time horizon, spending policy / habits, risk tolerance, liquidity needs, tax sensitivity and the overall purpose and growth objectives of their funds. Once our consultants have a clear understanding of a client's individual needs, we begin an overall assessment of their current portfolio. We review the existing Investment Policy and asset allocation to see how well they support the client's objectives. We also conduct an evaluation of all existing investment managers.