Canterbury Investment Management

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.


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.


Canterbury 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.

Canterbury Portfolio Thermostat
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