Our Philosophy Matters to Our Clients
Canterbury Investment Management offers individuals, financial advisers, institutional investors, and retirement professionals an innovative approach to money management. We recognize that although great technological advancements have been made, the applications to take advantage of them continue to lag behind. Despite a rapidly changing and dynamic investment landscape, the most prevalent investment ideas remain the same.
The question is – are they still applicable?
At Canterbury, our focus is to critically examine widely accepted beliefs, theories, and practices and evaluate their long-term efficiency. It is important to us here that we continually look for and develop the most optimal and efficient solutions.
Others may rely upon long-accepted concepts.
We choose to rely upon the facts.
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Canterbury has been a cornerstone of downtown Zionsville, Indiana, since 2004. For many years, we have worked with financial advisors around the country, educating them and their clients on the principles of Adaptive Portfolio Management.
Canterbury is known and respected nationally. Our market updates are frequently published on industry-leading websites such as Nasdaq and ETF Trends, and we have had articles published in Financial Advisor Magazine, Yahoo Finance, and the Institute for Innovation. In addition, Tom Hardin, Chief Investment Officer, has authored two books: "Investor Revolution" and "Never too Old to Rock & Roll: Life After 50."