Fee Only Investment Management Advisor
Based in Indianapolis, Indiana
- Canterbury is a fee-only, boutique, firm offering customized investment management.
- Canterbury's proprietary Portfolio Thermostat helps stabilize volatility and risk within each client's comfort range.
- Our Investment Policy Committee is comprised of five professionals with combined experience of over 100 years.
Ideal Client Profile
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. Investors who benefit most from our services tend to identify with our Ideal Client Profile.
View ProfileFoundations & Endowments
The 2000s have been challenging for most Foundations and Endowments. Volatility from unexpected events has caused larger declines than what could have been projected. Revolutionary breakthroughs in risk management have made it possible to actually benefit from difficult market environments.
Foundations and Endowments
