Canterbury Investment Management

Canterbury Investment Management

Investment Management, 23 East Cedar St, Zionsville, Indiana, 46077, United States, 1-10 Employees

canterburygroup.com

  • facebook
  • twitter
  • LinkedIn

phone no Phone Number: 31********

Who is CANTERBURY INVESTMENT MANAGEMENT

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, ...

Read More

map
  • 23 East Cedar St, Zionsville, Indiana, 46077, United States Headquarters: 23 East Cedar St, Zionsville, Indiana, 46077, United States
  • 2003 Date Founded: 2003
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CANTERBURY INVESTMENT MANAGEMENT

Canterbury Investment Management Org Chart and Mapping

Employees

Elizabeth Ngo

Director of the Canterbury Institute

Thomas Hardin

Managing Director / Chief Investment Officer

Kim Dale

Director of Client Relations

Kim Custer

Managing Director, Chief Investment Strategist

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Canterbury Investment Management

Answer: Canterbury Investment Management's headquarters are located at 23 East Cedar St, Zionsville, Indiana, 46077, United States

Answer: Canterbury Investment Management's phone number is 31********

Answer: Canterbury Investment Management's official website is https://canterburygroup.com

Answer: Canterbury Investment Management's revenue is $5 Million to $10 Million

Answer: Canterbury Investment Management's SIC: 6282

Answer: Canterbury Investment Management's NAICS: 523940

Answer: Canterbury Investment Management has 1-10 employees

Answer: Canterbury Investment Management is in Investment Management

Answer: Canterbury Investment Management contact info: Phone number: 31******** Website: https://canterburygroup.com

Answer: 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.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access