Canterbury Investment Management

Canterbury Investment Management, LLC is a privately held Registered Investment Advisor based in Zionsville, Indiana. With a team of five employees, the company generates an annual revenue of $2.5 million. Canterbury Investment Management specializes in providing volatility managed portfolios to a clientele of very high net worth individuals, family offices, foundations, and large portfolio management platforms. Their approach diverges from traditional Wall Street methods, which the company cites as having a history of poor risk management, particularly in mitigating unexpected event risk and resultant volatility. The company differentiates itself through its proprietary "Portfolio Thermostat" tool, a process designed to reduce risk and maximize returns. Canterbury claims this approach has revolutionized and redefined investment risk management. In addition to direct services, Canterbury also acts as a sub-investment advisor to Brookstone Capital Management located in Wheaton, Illinois, offering their Portfolio Thermostat model to Brookstone advisors and clients. For more information about Canterbury Investment Management, please visit their website at canterburygroup.com.