Fee Only Investment Management
Financial Advisor
Based in Indianapolis, Indiana
- Canterbury is a fee-only, boutique, investment management firm.
- Canterbury does not custody client assets or securities.
- Our proprietary "Portfolio Thermostat" technology helps stabilize portfolio volatility and can benefit from both good and bad market climates.
- Canterbury does not custody client assets or securities.
Introduction:
We know that choosing an investment manager is one of the most important decisions you'll ever make. Successful investing requires many things. One is a trusted relationship built on personal connection and common beliefs.
IntroductionCanterbury Portfolio Thermostat Matrix
The purpose of "true diversification" is to achieve low portfolio volatility. When you see your portfolio getting volatile, your diversification is not working.
The goal of the Canterbury Portfolio Thermostat is to maintain stability and consistency through all market environments.
