Question 1

How long has the firm been in business?

Accepted Answer

Founded in 2003, Canterbury Investment Management has spent over two decades serving clients from our downtown Zionsville location. Although we are local, we have developed a national reputation, training financial advisors across the country on the principles of adaptive portfolio management and practice strategy.

Question 2

Are you an independent firm or part of a larger financial institution?

Accepted Answer

As an independent, locally owned firm, Canterbury maintains complete objectivity in serving our clients' interests. While based in Zionsville, we extend our investment expertise nationally through direct client relationships and strategic partnerships with select advisory firms.

Question 3

What types of clients do you work with?

Accepted Answer

Canterbury Investment Management serves successful individuals and families who have accumulated significant wealth through their careers and businesses. Our typical clients are retirees and pre-retirees focusing on growing and preserving their wealth, business owners and executives who need a process for their liquid investments, and investment professionals seeking sophisticated portfolio solutions.

Question 4

How many clients do you currently serve?

Accepted Answer

Canterbury deliberately maintains a select client base to ensure exceptional service and attention for each relationship. Our boutique approach allows us to provide highly personalized attention to each client, ensure responsive communication, and deliver thorough educational resources.

Before beginning any new relationship, we conduct a thoughtful discovery process to understand your unique needs, educate you on our investment philosophy, and evaluate mutual fit and alignment.

Question 5

What is your minimum account size?

Accepted Answer

Our minimum portfolio size is $750,000, with our comprehensive portfolio strategy optimized for portfolios of $2,000,000 or greater. We welcome a conversation to discuss your specific needs.

Question 6

What are your fees?

Accepted Answer

We operate on a transparent, tiered fee structure based on assets under management, starting at 1.50% annually. This comprehensive fee includes all our services, including investment management and financial planning, with no additional charges.

For Assets under $1,000,000:

o   First $500,000- 1.50%
	o   Next $500,000- 1.25%

For Assets over $1,000,000:

o   First $2,000,000- 1.00%
	o   Next $3,000,000- 0.80%
	o   Over $5,000,000- 0.60%

Question 7

What is your team's experience?

Accepted Answer

Canterbury’s investment team brings together over 70 years of combined market experience. Our expertise is demonstrated through frequent publication of market perspectives on national media outlets, guest lectures at highly recognized local universities, two books authored by Tom Hardin, the publication of a comprehensive White Paper and extensive experience serving a diverse group of clients.

Every member of our executive team is a Chartered Market Technician (CMT). The CMT designation is the gold standard for technical market analysis. For detailed background on our team members' individual accomplishments and expertise, we invite you to view our team biographies.

Question 8

Do you conduct financial planning?

Accepted Answer

Yes, Canterbury provides comprehensive financial planning through our proprietary Wealth Management Benchmark (WMB) process. Our innovative approach:

Takes just one hour of your time

Requires no upfront paperwork or document gathering

Systematically evaluates every aspect of your financial life

Prioritizes planning areas based on importance and urgency

Creates a clear roadmap for addressing your key financial objectives

The WMB process is designed to be both thorough and efficient, giving you a complete picture of your financial health without the typical stress and complexity of traditional planning methods.

Frequently Asked Questions

Questions You May Be Asking Yourself

Why do my investments seem to follow market fluctuations up and down?

What Should I Expect from Portfolio Management?

Is Important to Work with a Fiduciary?

What is my Role as a Client in the Advisory Relationship?

About Canterbury

How long has the firm been in business?

Are you an independent firm or part of a larger financial institution?

What types of clients do you work with?

How many clients do you currently serve?

What is your minimum account size?

What are your fees?

What is your team's experience?

Do you conduct financial planning?

Our Investment Philosophy

How is your investment process different?

What tools do you use to make portfolio management decisions?

What types of investments do you offer?

How do you protect my portfolio during market downturns?

How do you monitor performance and measure risk?

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