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All long-term investors have the same goal: we want to build and maintain our financial independence. 

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The Portfolio Thermostat Strategy

The past has shown us that market fluctuations occur rapidly and can be unpredictable, often causing investors to lose their reigns of control.  Even the most diversified portfolio has felt the impact of a bear market.

 

At Canterbury, we see things differently and apply an innovative approach to portfolio management. 

 

 

Markets and Weather have a lot in common.  Both will experience a wide range of fluctuations.  Just like in markets, extreme weather conditions can be devastating.  To adapt to dynamic outdoor temperatures, your home uses a thermostat to maintain a comfortable environment indoors.  What if your portfolio worked like a thermostat?

Informational Brochure

The Canterbury Portfolio Thermostat is an adaptive portfolio strategy designed to move in concert with changing market environments- Bull or Bear.

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White paper - Executive Summary

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Fact Sheet

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