About Us

About Us

Our Philosophy

Canterbury Investment Management sets out to offer individuals, financial advisers, institutional investors, and retirement professionals an innovative approach to money management. We recognize that although great leaps in technology have been made, the applications to take advantage of them continue to lag behind. Despite a rapidly changing and dynamic investment landscape, the most prevalent investment ideas remain the same. The question is – are they still applicable?

At Canterbury, our focus is to critically examine widely accepted beliefs, theories, and practices and evaluate their long-term efficiency. It is important to us here that we continually look for and develop the most optimal and efficient solutions.

Others may rely upon long-accepted concepts. We choose to rely upon the facts.

Our Firm

Canterbury has been a cornerstone to downtown Zionsville, Indiana, since 2004. For many years, we have worked with financial advisors around the country, educating them and their clients on the principles of Adaptive Portfolio Manangement.

Canterbury is known and respected nationally. Our Market Updates are frequently published to industry-leading websites such Nasdaq and ETF Trends, and we have had articles published in Financial Advisor Magazine, Yahoo Finance, and the Institute for Innovation. In addition, Tom Hardin, Chief Investment Officer, has authored two books: "Investor Revolution" and "Never too Old to Rock & Roll: Life After 50"

Every member of our team is a practicing Chartered Market Technician (CMT). The CMT designation the gold standard for technical market analysis. Using this expertise, we have worked with both clients and advisors on developing better techniques and methods for navigating dynamic markets.


Meet Our Team

 

Thomas L. Hardin, CMT, CFP®

Managing Director
Chief Investment Officer
thardin@canterburygroup.com

Tom has a broad breadth of experience and knowledge, spanning more than 30 years in the investment management industry. He is known as a leader, innovator, and educator. Tom’s contributions to the emerging science of Evidence-Based ETF Portfolio Strategy have been substantial and are well documented.

Tom received his bachelor’s degree in business from Skidmore College in Saratoga Springs, New York. He began his investment career in 1977 as a Registered Representative of a New York stock exchange firm. From 1982 through 1985, he served as a Regional Director of EF Hutton’s Personal Financial Management Department, where he directed the financial and investment planning efforts of 32 branch offices. During that time, he worked with some of the firm’s highest income and net worth clients.

He moved to Hutton’s Consulting Group in 1985 and earned the firm’s highest investment consulting designation. Tom then moved to one of EF Hutton’s discretionary investment management divisions, Hutton Portfolio Management, in 1987. His advancements continued through several corporate mergers. He served as a Senior Vice President and Senior Portfolio Management Director for Citigroup and Smith Barney’s Portfolio Management Group.

In 2003, he co-founded Canterbury Investment Management and later the Canterbury Institute for Evidence-Based ETF Portfolio Strategy and Canterbury ETF Research Analytics.

Over the years, Tom has been a guest lecturer at various colleges and universities throughout Indiana and a frequent speaker at financial service and investment industry symposiums. His list of publications include white papers and journal articles, and he has authored two books, most recently Investor Revolution, which outlines how advancements in information technology have led to revolutionary changes in portfolio and risk management.

His credentials include:

  • The University of Chicago Graduate School of Business – Certification in Portfolio Management
  • Certified Financial Planner® (CFP®), 1982
  • Certified Portfolio Manager through Hutton Portfolio Management, 1987
  • Senior Portfolio Management Director, Portfolio Management Group, 1993
  • Senior Investment Management Consultant, Consulting Group, 1994
  • Chartered Market Technician (CMT), Market Technicians Association, 1997

Kimberly J. Custer, CMT

Managing Director
Chief Portfolio Strategist
kcuster@canterburygroup.com

Kim is a co-founder of Canterbury Investment Management. As Chief Investment Strategist, Kim oversees and coordinates all aspects of Canterbury’s investment strategy. She has a wide breadth of knowledge and experience in global markets and sector and security analysis. Today, the ever-changing market environment requires an equally dynamic process to make adjustments in investing strategy. Kim is responsible for the coordination of the firm’s investment strategy with each client’s investment objectives and the timely execution of all portfolio adjustments.

Originally from Wabash, Indiana, Kim earned a bachelor’s degree in financial counseling and planning from Purdue University, where she completed all of the prerequisites for the Certified Financial Planner designation. After graduation, she began her career in the financial services industry with a New York stock exchange firm. Kim later joined Smith Barney’s Portfolio Management Group (PMG). During that time, she and PMG’s Senior Portfolio Management Director worked together to manage portfolios for high net worth clients.

Kim holds a Chartered Market Technician (CMT) designation, which is the premier designation in technical market analysis. She is a Chartered Retirement Planning Counselor, a designation earned through the College for Financial Planning in Denver, Colorado. Kim completed the two-year certified client-centered advisor program through American Business Visions in Santa Ana, California.

Kim is a member of the Market Technician’s Association. She is a frequent guest lecturer at Purdue University’s School of Consumer Science, where she discusses revolutionary advancements and the future of the investment management industry. Kim has over 16 years of experience in securities analysis, portfolio management, and compliance.


Brandon J. Bischof, CMT

Vice President
Portfolio Strategy
brandon@canterburygroup.com

Brandon is known as an industry thought leader. He is a regular contributor of market commentary and portfolio management strategy for nationally recognized news outlets such as NASDAQ, Yahoo Finance, ETF Trends, and Fox Business.

A primary mission of Canterbury is to update and improve the quality of Investor Education for individuals and financial advisors. In this regard, Brandon has taken a leadership role in improving how to better articulate the importance of innovation and continued advancement of investment management practices.


A primary mission of Canterbury is to update and improve the quality of Investor Education for individuals and financial advisors. In this regard, Brandon has taken a leadership role in improving how to better articulate the importance of innovation and continued advancement of investment management practices.

Brandon is an excellent trainer, writer, and producer of his own video commentary. He has either authored or co-authored many research and white papers on innovation in Adaptive Portfolio Management methods.

Brandon is highly sought-after as a speaker. His specialty is in technical market analysis, the evolution of Adaptive Portfolio Management, and is an expert in techniques designed to achieve, and maintain financial independence throughout a lifetime.

Brandon graduated Magna Cum Laude from Xavier University with a major in Finance. He holds a Chartered Market Technician (CMT) designation. The CMT designation typically requires 3 years of rigorous study and is the gold standard for technical market analysis. He is currently pursuing his Certified Financial Planner (CFP) designation.