Canterbury Investment Management, LLC, is an independently-owned, fee-only, Registered Investment Advisor listed with the Securities and Exchange Commission. Canterbury manages investment portfolios for individuals, families, retirement funds, foundations and groups (such as professional practices).
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 our 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 one of several processes we use to reduce risk and maximize returns.
We invite you to learn about our Introductory Process.