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Canterbury takes an innovative, adaptive approach to your portfolio management.

Learn about Canterbury and our philosophy in this short video




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Analyze Current Market Environment


Determine the most appropriate set of securities


Allocate assets to meet efficient portfolio requirements.


The process to make smart, short-term decisions.


Track, monitor, and adapt to changing market environments.
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To learn more about ADAPT™, preview this document.

Stock Market Graph

Advancements in new technologies have changed the investment landscape forever. With new technologies come new complexities. At Canterbury, we encourage investors to question all old theories, assumptions, and conventional wisdom when it comes to investing. 

Unlike traditional, fixed methods, we believe in an Adaptive approach-- one designed to take advantage of the unique possibilities that are now available. Today, we have all the tools needed to manage any market environment- Bull or Bear. 

Analysing data

Through our unique and proprietary Portfolio Thermostat strategy, we seek to move in concert with everchanging market environments.

We focus on helping investors limit their exposure to volatility while having the potential for long-term growth. 

Learn more about Canterbury in three different ways and take control of your retirement.

Download and Review Document 

Give Us a Call to Learn More 

Meet with Us and Learn More 

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