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New Ideas
Bring Innovation

Canterbury takes an Innovative, Adaptive approach to portfolio management

Who We Serve

Learn to Benefit from Volatile Markets, 

Instead of Being Punished By Them. 

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. 

Canterbury's minimum account size is $750,000.

Those who benefit most have more than $3,000,000.

Our Process

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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.
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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. 

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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

Local Company, National Brand

National Articles Published On:

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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

Investor Insights Podcast
With Tom & Brandon

GET IN TOUCH

23 East Cedar Street
Zionsville, Indiana 46077

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