Canterbury Investment Management, Llc
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- Canterbury Investment Management, LLC is a fee only Registered Investment Advisor specializing in volatility managed portfolios. We serve very high net worth individuals, family offices, foundations, and large portfolio management platforms. Traditional Wall Street methods have a well-documented record for poor risk management, particularly when it comes to protecting against unexpected event risk and the resulting increased volatility. Prime examples are the bursting market bubbles of the early 2000s and the sub-prime lending debacle of 2008. Canterbury was founded to provide an investment management alternative to traditional asset allocation methods. Our goal is to provide risk adjusted performance above that of most our peers. Canterbury has revolutionized and redefined how investment risk is managed. Our proprietary tool, the Portfolio Thermostat, is the process we use to reduce risk and maximize returns.Canterbury Investment Management also acts as a sub investment advisor to Brookstone Capital Management in Wheaton, IL. The Canterbury Portfolio Thermostat model is offered to Brookstone advisors and clients.
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Headquarters:23 East Cedar Street , Zionsville, Indiana, United States
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Phone Number: +1 317-732-2075
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Website: https://www.canterburygroup.com
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Employees:7
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Revenue:$1 - 10M
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Legal Name:Canterbury Investment Management, Llc
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Canterbury Investment Management, Llc's Social Media
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| NAICS Code: 561499 |
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Frequently Asked Questions regarding Canterbury Investment Management, Llc
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Where are Canterbury Investment Management, Llc's Headquarters?
Canterbury Investment Management, Llc's Headquarters are in 23 East Cedar Street ,Zionsville,Indiana,United States
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What is Canterbury Investment Management, Llc's phone number?
Canterbury Investment Management, Llc's phone number is +1 317-732-2075
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What is Canterbury Investment Management, Llc's official website?
Canterbury Investment Management, Llc's official website is https://www.canterburygroup.com
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What is Canterbury Investment Management, Llc's Revenue?
Canterbury Investment Management, Llc's revenue is $1 - 10M
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What is Canterbury Investment Management, Llc's NAICS code?
Canterbury Investment Management, Llc's NAICS code is 561499
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How many employees are working in Canterbury Investment Management, Llc
Canterbury Investment Management, Llc has 7 employees
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What is Canterbury Investment Management, Llc's Industry?
Canterbury Investment Management, Llc is in the industry of Investment Management
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Who is Canterbury Investment Management, Llc's Managing Director And Chief Investment Officer?
Canterbury Investment Management, Llc's Managing Director And Chief Investment Officer is Thomas Hardin