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Frequently Asked Questions

  • Why do my investments seem to follow market fluctuations up and down?
    If your portfolio closely tracks market movements, both in good markets and bad, you're likely invested in a traditional, fixed allocation strategy - the industry's standard 'buy, hold, and rebalance' approach. This method: Maintains the same asset mix regardless of market conditions Relies heavily on traditional diversification Assumes markets will eventually recover Expects you to ride out the volatility This is why many investors find themselves fully participating in market declines, hoping to participate in the recovery. However, there's an alternative approach. Canterbury's Adaptive Portfolio Strategy is specifically designed to: Adjust holdings based on changing market conditions Manage risk through sophisticated portfolio techniques Reduce portfolio volatility when markets become volatile Maintain growth potential while focusing on protection The goal isn't to track the market - it's to maintain consistent, stable portfolio characteristics regardless of the market environment.
  • What Should I Expect from Portfolio Management?
    Portfolio management should go far beyond traditional 'buy, hold, and rebalance' strategies. At Canterbury, you should expect: Daily Portfolio Oversight: Continuous monitoring of market conditions and portfolio holdings Systematic risk management and volatility control Proactive adjustments based on changing market environments Regular portfolio updates and clear communication A Different Approach: Dynamic allocation changes rather than fixed percentages Risk management based on real market conditions, not questionnaires Portfolio decisions driven by objective market evidence, not predictions Use of sophisticated tools to help protect against market declines Transparent Communication: Direct access to portfolio managers Regular updates on portfolio adjustments and strategy Clear explanation of our decision-making process Thorough education on our portfolio metrics and benchmarks
  • Is Important to Work with a Fiduciary?
    Yes - choosing a fiduciary advisor is important, but working with a competent fiduciary is essential. A fiduciary advisor is legally required to put your interests first and provide transparent, conflict free investment advice. However, fiduciary status alone doesn’t ensure investment success. It’s critical to work with an advisor who combines fiduciary responsibility with proven investment expertise. As an SEC Registered Investment Advisor, Canterbury maintains strict fiduciary standards while implementing our sophisticated Adaptive Portfolio Strategy. This combination ensures you receive not just ethical oversight, but competent, professional portfolio management designed to protect and grow your wealth.
  • What is my Role as a Client in the Advisory Relationship?
    A successful investment relationship requires engagement from both advisor and client. Your role includes: Understanding Your Strategy: Participating in our educational process to understand our adaptive approach Learning how we measure portfolio success beyond traditional benchmarks Asking questions when you need clarity about portfolio decisions Staying informed through our regular communications Maintaining Open Communication: Keeping us updated about significant life changes or financial events Sharing your questions or concerns about markets or portfolio performance Our Commitment to Keeping You Informed: As your investment manager, Canterbury provides comprehensive resources to keep you educated and informed: Bi-weekly market commentary Regular investment podcast episodes Timely video updates on market dynamics Clear explanations of portfolio positioning and strategy This combination of client engagement and our ongoing communication ensures you stay ahead of the curve and fully understand how your portfolio is adapting to changing market conditions.
  • Why do my investments seem to follow market fluctuations up and down?
    If your portfolio closely tracks market movements, both in good markets and bad, you're likely invested in a traditional, fixed allocation strategy - the industry's standard 'buy, hold, and rebalance' approach. This method: Maintains the same asset mix regardless of market conditions Relies heavily on traditional diversification Assumes markets will eventually recover Expects you to ride out the volatility This is why many investors find themselves fully participating in market declines, hoping to participate in the recovery. However, there's an alternative approach. Canterbury's Adaptive Portfolio Strategy is specifically designed to: Adjust holdings based on changing market conditions Manage risk through sophisticated portfolio techniques Reduce portfolio volatility when markets become volatile Maintain growth potential while focusing on protection The goal isn't to track the market - it's to maintain consistent, stable portfolio characteristics regardless of the market environment.
  • What Should I Expect from Portfolio Management?
    Portfolio management should go far beyond traditional 'buy, hold, and rebalance' strategies. At Canterbury, you should expect: Daily Portfolio Oversight: Continuous monitoring of market conditions and portfolio holdings Systematic risk management and volatility control Proactive adjustments based on changing market environments Regular portfolio updates and clear communication A Different Approach: Dynamic allocation changes rather than fixed percentages Risk management based on real market conditions, not questionnaires Portfolio decisions driven by objective market evidence, not predictions Use of sophisticated tools to help protect against market declines Transparent Communication: Direct access to portfolio managers Regular updates on portfolio adjustments and strategy Clear explanation of our decision-making process Thorough education on our portfolio metrics and benchmarks
  • Is Important to Work with a Fiduciary?
    Yes - choosing a fiduciary advisor is important, but working with a competent fiduciary is essential. A fiduciary advisor is legally required to put your interests first and provide transparent, conflict free investment advice. However, fiduciary status alone doesn’t ensure investment success. It’s critical to work with an advisor who combines fiduciary responsibility with proven investment expertise. As an SEC Registered Investment Advisor, Canterbury maintains strict fiduciary standards while implementing our sophisticated Adaptive Portfolio Strategy. This combination ensures you receive not just ethical oversight, but competent, professional portfolio management designed to protect and grow your wealth.
  • What is my Role as a Client in the Advisory Relationship?
    A successful investment relationship requires engagement from both advisor and client. Your role includes: Understanding Your Strategy: Participating in our educational process to understand our adaptive approach Learning how we measure portfolio success beyond traditional benchmarks Asking questions when you need clarity about portfolio decisions Staying informed through our regular communications Maintaining Open Communication: Keeping us updated about significant life changes or financial events Sharing your questions or concerns about markets or portfolio performance Our Commitment to Keeping You Informed: As your investment manager, Canterbury provides comprehensive resources to keep you educated and informed: Bi-weekly market commentary Regular investment podcast episodes Timely video updates on market dynamics Clear explanations of portfolio positioning and strategy This combination of client engagement and our ongoing communication ensures you stay ahead of the curve and fully understand how your portfolio is adapting to changing market conditions.
  • Why do my investments seem to follow market fluctuations up and down?
    If your portfolio closely tracks market movements, both in good markets and bad, you're likely invested in a traditional, fixed allocation strategy - the industry's standard 'buy, hold, and rebalance' approach. This method: Maintains the same asset mix regardless of market conditions Relies heavily on traditional diversification Assumes markets will eventually recover Expects you to ride out the volatility This is why many investors find themselves fully participating in market declines, hoping to participate in the recovery. However, there's an alternative approach. Canterbury's Adaptive Portfolio Strategy is specifically designed to: Adjust holdings based on changing market conditions Manage risk through sophisticated portfolio techniques Reduce portfolio volatility when markets become volatile Maintain growth potential while focusing on protection The goal isn't to track the market - it's to maintain consistent, stable portfolio characteristics regardless of the market environment.
  • What Should I Expect from Portfolio Management?
    Portfolio management should go far beyond traditional 'buy, hold, and rebalance' strategies. At Canterbury, you should expect: Daily Portfolio Oversight: Continuous monitoring of market conditions and portfolio holdings Systematic risk management and volatility control Proactive adjustments based on changing market environments Regular portfolio updates and clear communication A Different Approach: Dynamic allocation changes rather than fixed percentages Risk management based on real market conditions, not questionnaires Portfolio decisions driven by objective market evidence, not predictions Use of sophisticated tools to help protect against market declines Transparent Communication: Direct access to portfolio managers Regular updates on portfolio adjustments and strategy Clear explanation of our decision-making process Thorough education on our portfolio metrics and benchmarks
  • Is Important to Work with a Fiduciary?
    Yes - choosing a fiduciary advisor is important, but working with a competent fiduciary is essential. A fiduciary advisor is legally required to put your interests first and provide transparent, conflict free investment advice. However, fiduciary status alone doesn’t ensure investment success. It’s critical to work with an advisor who combines fiduciary responsibility with proven investment expertise. As an SEC Registered Investment Advisor, Canterbury maintains strict fiduciary standards while implementing our sophisticated Adaptive Portfolio Strategy. This combination ensures you receive not just ethical oversight, but competent, professional portfolio management designed to protect and grow your wealth.
  • What is my Role as a Client in the Advisory Relationship?
    A successful investment relationship requires engagement from both advisor and client. Your role includes: Understanding Your Strategy: Participating in our educational process to understand our adaptive approach Learning how we measure portfolio success beyond traditional benchmarks Asking questions when you need clarity about portfolio decisions Staying informed through our regular communications Maintaining Open Communication: Keeping us updated about significant life changes or financial events Sharing your questions or concerns about markets or portfolio performance Our Commitment to Keeping You Informed: As your investment manager, Canterbury provides comprehensive resources to keep you educated and informed: Bi-weekly market commentary Regular investment podcast episodes Timely video updates on market dynamics Clear explanations of portfolio positioning and strategy This combination of client engagement and our ongoing communication ensures you stay ahead of the curve and fully understand how your portfolio is adapting to changing market conditions.

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Zionsville, Indiana 46077

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