About Us

About Us

Canterbury Investment Management

Canterbury Investment Management, LLC, is an independently-owned, fee-only, Registered Investment Advisory firm listed with the Securities and Exchange Commission.

Canterbury Investment Management was founded to provide an investment management alternative to traditional Wall Street methods. Our goal is to personalize the investment management process and maximize the client’s lifelong investment returns.

Traditional Wall Street methods have a well-documented record for poor risk management, particularly when it comes to protecting against unexpected event risk and the resulting increased volatility. Prime examples are the bursting market bubbles of the early 2000s and the recent sub-prime lending debacle.


Canterbury has revolutionized and redefined how investment risk is managed. Our proprietary tool, the Portfolio Thermostat, is the process we use to reduce risk and maximize returns.