


Canterbury Investment Management Email Formats
Investment Management • Zionsville, Indiana, United States • 1-10 Employees
Canterbury Investment Management Email Formats
Canterbury Investment Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@canterburygroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@canterburygroup.com | 100% |
Key Contact at Canterbury Investment Management
Ki Yiu
Creative Director
Company overview
| Headquarters | 23 East Cedar St, Zionsville, IN 46077, US |
| Phone number | +13177322075 |
| Website | |
| NAICS | 5231 |
| Keywords | Portfolio Management, Technical Analysis, Investment Management, Adaptive Portfolio Strategy |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
About 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, 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.
Employees by Management Level
Total employees: 1-10
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Employees
Funding Data
Canterbury Investment Management has never raised funding before.
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