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 ProfileExploratory Discussion and Introductory Process
Canterbury's Exploratory Discussion is an open-ended discussion designed to allow to meet each other and to give you an opportunity to ask questions and discuss philosophies. There is absolutely no cost or obligation for the Canterbury Exploratory Discussion or Introductory Process.
Introductory Discussion
