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Benefit From Volatile Markets instead of being punished by them. 

We aim to limit declines in Bear and compound in Bull.

Wave goodbye to Extreme Volatility and Substantial Declines

Canterbury clients learn to benefit from the market’s volatility rather than being punished by it. Using an intelligent, adaptive process, we aim to solve the overriding question that has plagued investors since the inception of financial securities: “how do I avoid the substantial declines that come from inevitable bear markets?”

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Temper Market Extremes

In the past, portfolio managers had no answer for extreme volatility and substantial declines.

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Stabilize Portfolio Fluctuations

A successful adaptive, investing process can stabilize portfolio volatility and aim to limit substantial declines.  

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Adaptive Approach

Today, we have all the tools needed to Adapt to any market environment- bull or bear.

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Canterbury By The Numbers

70+

Combined Years of Experience

3

Chartered Market Technicians 

700+

Advisor We Have Trained

500+

Published Articles

Since 2003, Canterbury has been a cornerstone to investors and advisors, providing education, advice, and guidance toward a better path to achieving and maintaining financial independence. One that is based on the new realities of today.

Meet Canterbury's Leadership Team

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THOMAS L. HARDIN, CMT, CFP®

Tom is known as a industry leader, innovator, and educator. Tom’s contributions to the emerging science of Evidence-Based ETF Portfolio Strategy have been substantial and are well documented.

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Kim is a co-founder of Canterbury Investment Management. As Chief Investment Strategist, Kim oversees and coordinates all aspects of Canterbury’s investment strategy.

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BRANDON J. BISCHOF, CMT

Brandon is an industry thought leader and contributes market commentary and portfolio management strategy for nationally recognized news outlets such as NASDAQ, Yahoo Finance, ETF Trends, and Fox Business.

KIMBERLY J. CUSTER, CMT

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The Chartered Market Technician ® (CMT) credential is the preeminent global designation for practitioners of technical analysis.  Awarded to those who demonstrate mastery of a core body of knowledge of investment risk in portfolio management settings.

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INVESTORS

Explore how Canterbury

works with investors both nationally and in our community.

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ADVISORS

Explore how Canterbury works with CPAs, Financial Advisors and Planners.

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Canterbury serves clients nationally and is located in the heart of Zionsville, Indiana.

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Explore The Canterbury Investor Suite 

The Portfolio 

Thermostat Strategy

The Canterbury Portfolio Thermostat is designed for those who want to compound returns and preserve and protect their assets in the financial markets.  This strategy provides more control, evidence, and security.

The Canterbury 

Institute

At Canterbury, we recognize the value of investor education. Our institute is designed to educate the public on the principles of Adaptive Portfolio Strategy and how it differs from the traditional “buy and hold” approach. 

The Portfolio 

Thermostat Fund

Canterbury offers a mutual fund that follows the same proprietary Portfolio Thermostat investment process we’ve developed, tested, and refined since 2003 for our separately managed accounts for individuals and RIAs.

- NEWS YOU CAN RELY ON - 
Canterbury Investor Insights Provides Timely Market Commentary

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Informative, Educational, and Unbiased Weekly Content

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