"Get your free copy of my new book, Investor Revolution by participating in Canterbury's Introductory Process."
Thomas L. Hardin
Chief Investment Officer
Canterbury in the News!
Indianapolis Monthly, October 2008
“Announcing Indianapolis 2008 Five Star Wealth Managers”
Tom Hardin was named one of Indianapolis' 2008 five-star wealth managers based upon an independent survey for the best in client satisfaction.
Indianapolis Star, October 6, 2008
“A Busy Season for Financial Advisors” by Ashley Petry
Indianapolis Business Journal, October 20–26, 2008
“Wealth Manager: Avoid Crowds' Madness” by Peter Schnitzler in the “On the Beat” column
Indianapolis Star, October 26, 2008
“Should I add foreign stocks to my domestic portfolio?” in the Business section
Investment Management and Advice Based in Indianapolis, Indiana
Canterbury Investment Management provides customized portfolio management services for high-net-worth clients. We are an independently owned, fee-only Registered Investment Advisor. We build long-term relationships with individuals, families and professional practices that are looking for a lifelong investment strategy.Canterbury’s investment management services are coordinated with personal wealth management to provide a truly customized process. Because of the comprehensive and personalized nature of our services, our clients typically have investable assets of $1 million or more. Our central Indianapolis offices are located in Zionsville, Noblesville and Keystone at the Crossing.
Trusted, Personalized and Experienced
Canterbury is known throughout the Indianapolis community as an experienced and revolutionary investment management firm. Our Investment Policy Committee is comprised of four investment management professionals with combined experience of over 75 years. The Canterbury team has earned a reputation for customization of volatility-managed portfolios. Members of our Investment Policy Committee hold diversified designations and degrees including Chartered Market Technician (CMT), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and MBA.
Canterbury Investment Management specializes in volatility-managed portfolios. Uncontrolled volatility—in markets and portfolios—can have a devastating effect on your investments. Canterbury’s proprietary tool, the Portfolio Thermostat, can help maintain volatility within your personal comfort range and protect you from the dramatic impact of uncontrolled market fluctuations.