Canterbury Introductory Process

Canterbury Introductory Process


The Introductory Process consists of two working sessions with our Chief Investment Officer, key members of the Canterbury team and your Investment Committee. You will learn about many of the revolutionary breakthroughs discussed in our book, INVESTOR REVOLUTION. For example, we will discuss how Canterbury’s Portfolio Thermostat can be used to help manage volatility and risk within a comfort range. We will review your Investment Policy Statement and give you some of our thoughts on new ways to define and risk and volatility parameters for your fund. Investment Committees who may be looking for new investment manager, or a second opinion, will benefit from participating in our Introductory Process.


The Canterbury Introductory Process First Session:

  • Discuss revolutionary developments in investment and risk management.
  • Participate in our customized Investor Education Program and learn how the Portfolio Thermostat investment management process works.
  • Discussion and review of your Investment Policy Statement.

Wrap-Up Session:

  • Discussion with your Investment Committee to consider some additional methods to quantify and customize risk management parameters.
  • Make observations about what we been learned from the process and draw conclusions

Even those participants, who learned they were not a fit with Canterbury, have found our Introductory Process to be a valuable learning experience. Again, there is no cost or obligation for the Canterbury Exploratory Discussion or Introductory process. Please contact us to schedule your appointment for your Exploratory Discussion. Clicking here or call 317-732-2075.