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Investment Management 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. Our professionals build long-term relationships with individuals, families and professional practices 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
$2 million or more. Our central Indianapolis offices are located in Zionsville, Noblesville and Keystone at the Crossing.

Personalized, Trusted and Experienced

Canterbury is known throughout the Indianapolis community, as an experienced and revolutionary investment management firm. Our Investment Policy Committee is made up of four investment management professionals with a combined experience of over 75 years. The Canterbury team has earned a reputation for customization and 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 MBAs.

Canterbury Investment Management specializes in volatility managed portfolios. Uncontrolled volatility, in markets and portfolios, can have devastating affects on your investments. One of Canterbury’s proprietary tools, the Portfolio Thermostat, can help maintain volatility within your personal comfort range. The Portfolio Thermostat works similar to the thermostat in your home. Thermostats are used to protect you from the dramatic impacts of uncontrolled market, or temperature, fluctuations.

 We look forward to your call at 317-732-2075, or email our Chief Investment Officer, Tom Hardin, at THardin@canterburygroup.com

Planning tools for your financial and investment portfolio Portfolio Thermostat™ Custom Investment Strategy Wealth Management Benchmark™ Investor Education Program

To assist clients in building, managing, and preserving their financial status and wealth, we've developed an innovative array of proprietary tools. Indianapolis-based Canterbury uses a proprietary tool called the Portfolio Thermostat™. The Portfolio Thermostat helps the portfolio manager maintain fluctuations within a specific investor's predetermined "comfort range." The Portfolio Thermostat is just one of several revolutionary tools used to customize portfolios at Canterbury.