Canterbury's Investment Process
Analyze Current Market Environment
Determine the most appropriate set of securities
Allocate assets to meet efficient portfolio requirements.
Process to make smart, short-term decisions.
Track, monitor, and adapt to changing market environments.
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."