Who We Serve
Canterbury's minimum account size is $750,000.
Those who benefit most have more than $2,000,000.
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Our team at Canterbury is committed to helping individuals preserve, protect, and grow the portfolios they have spent years building. We all know that bear markets can be devasting. That is why our team has spent the last two decades developing an Adaptive Portfolio Management process to benefit from volatile markets, and not be punished by them.
Learn to Benefit from Volatile Markets,
Instead of Being Punished By Them.
Our Process
ADAPT™
What if your Portfolio Worked like a Thermostat?
A
Analyze Current Market Environment
D
Determine the most appropriate set of securities
A
Allocate assets to meet efficient portfolio requirements.
P
Process to make smart, short-term decisions.
T
Track, monitor, and adapt to changing market environments.
About Us
Located in the heart of downtown Zionsville since 2004, Canterbury has been a cornerstone to investors and advisors, providing education, advice, and guidance toward a better path to achieving and maintaining financial independence.
Our leadership team has over 70 years combined experience, three Chartered Market Technicians, and has vast library of nationally published articles, journals, white papers, and videos.
Local Company, National Brand
National Articles Published On:
