A complete list of active advisors currently associated with Canterbury Tollgate

Warmer can help you find a great advisor at Canterbury Tollgate or one who fits your needs even better.

Canterbury Tollgate provides discretionary investment management to high‑net‑worth individuals, family offices and institutional investors through both separately managed accounts and a private pooled vehicle (CTG Fluxion, LP). The firm generally requires six‑ or seven‑figure account minimums and does not typically offer standalone financial planning services. The firm follows a long‑term, intrinsic‑value investment process that relies on discounted cash‑flow analysis and a concentrated, benchmark‑independent portfolio construction with explicit position and sector limits to control concentration risk. Investment activity may include a wide range of instruments — domestic and international equities, fixed income, structured products, derivatives and commodity futures — with risk defined principally as permanent loss of capital rather than short‑term volatility. Distinctive aspects of the firm include its role as general partner and private fund adviser to CTG Fluxion, LP, which subjects the adviser to custody-related responsibilities for certain fund assets while the fund’s books are administered by an independent administrator and are subject to annual audits and surprise custody examinations. The firm also uses performance‑based compensation in the fund (and discloses the potential for performance fees in separate accounts) and explicitly permits derivatives in managed accounts, practices that are less common among similarly sized supported firms.

To learn more about the advisors currently working at Canterbury Tollgate, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.