Our Firm
About Us
Canterbury Investment Management is an independently owned, fee-only, Registered Investment Advisor listed with the Securities and Exchange Commission. Canterbury specializes in managing portfolios for high-net-worth individuals, families, and groups (such as professional practices). We do not manage money for large institutions. Individuals and institutions are very different. Because institutions don't have personalities, standardized style-specific investing (such as a focus on growth or value) is the accepted practice. Individuals need customization of their portfolios and a personal relationship with the portfolio manager who makes the investment decisions.Risk management is critical for portfolio management with successful lifelong results. There are many opportunities to make money in the markets - the key is to avoid large drops in one's portfolio during difficult market cycles. Most investors don't realize that one 50% drop requires a 100% gain simply to get back to even.
Canterbury employs a proprietary tool called the Portfolio ThermostatTM. The Portfolio Thermostat is a tool that helps the portfolio manager maintain a portfolio's fluctuations within a specific investor's predetermined "comfort range." The Portfolio Thermostat is just one of several revolutionary tools used to customize portfolios at Canterbury.
To assist clients in building, managing, and preserving their wealth, we've developed an innovative array of proprietary tools. Read more about our tools: