Canterbury Investment Management, LLC Email Format

Investment ManagementIndiana, United States2-10 Employees

Canterbury Investment Management, LLC operates as a fee-only Registered Investment Advisor that focuses on volatility managed portfolios. It serves very high net worth individuals, family offices, foundations, and large portfolio management platforms. It was established to offer an alternative to traditional asset allocation methods, with an emphasis on risk-adjusted performance and protection against unexpected market events. Its approach centers on a proprietary process known as the Portfolio Thermostat, designed to reduce risk while seeking to maximize returns.

Based in Zionsville, Indiana, the firm markets its Portfolio Thermostat through a sub-advisory arrangement with Brookstone Capital Management in Wheaton, Illinois, making the model available to Brookstone advisors and clients. In October 2019, Canterbury Group announced the launch of Jamaican Brew House, a Jamaican-based cannabis beverage venture.

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