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New Ideas
Bring Innovation

Canterbury takes an Innovative, Adaptive approach to portfolio management

Rethink
Old Beliefs

Innovation is about finding new and better ways to improve results. Discover how new technologies and innovative product creation have made the impossible... possible.

View Our Executive Summary

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ADAPT

 

Canterbury's Investment Process

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.
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About Us

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."

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THOMAS L. HARDIN, CMT, CFP®

Managing Director
Chief Investment Officer

Cell: 317-201-5260

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BRANDON J. BISCHOF, CMT

Managing Director
Portfolio Strategy

Cell: 317-694-8567

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KIMBERLY J. CUSTER, CMT

Managing Director
Chief Portfolio Strategist

Cell: 317-340-9085

GET IN TOUCH

23 East Cedar Street
Zionsville, Indiana 46077

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