top of page
Screen Shot 2022-08-30 at 1.03.13 PM.png

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

View Short Video About Portfolio Thermostat Strategy

Learn More
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.

Screen Shot 2022-08-30 at 9.36.07 PM.png

White paper - Executive Summary

This is your Project description. Click on "Edit Text" or double click on the text box to start.

Screen Shot 2022-08-30 at 1.46.53 PM.png

Fact Sheet

This is your Project description. Provide a brief summary to help visitors understand the context and background of your work. Click on "Edit Text" or double click on the text box to start.

Screen Shot 2022-08-30 at 1.50.23 PM.png

VIEW YOUR LIFE CLEARLY

Our business depends on client trust. Let us earn yours.

If you think we can help, even if you’re not sure, but want to explore possibilities, know this: we’ll do everything in our power to know you, your circumstances, and all that you value.

CORPORATE ENTITIES

Canterbury Investment Management

Canterbury Institute

Canterbury Fund (CAPTX)

​

© Canterbury 2022

​

PRIVACY POLICY

CRS FORM

GET IN TOUCH

23 East Cedar Street
Zionsville, Indiana 46077

bottom of page