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Canterbury Investment Management

Canterbury Investment Management Email Formats

Investment ManagementFlag of USZionsville, Indiana, United States1-10 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.

FormatExamplePercentage
{first initial}{last name}
jdoe@canterburygroup.com
100%

Key Contact at Canterbury Investment Management

Flag of US

Ki Yiu

Creative Director

Company overview

Headquarters23 East Cedar St, Zionsville, IN 46077, US
Phone number+13177322075
Website
NAICS5231
Keywords
Portfolio Management, Technical Analysis, Investment Management, Adaptive Portfolio Strategy
Founded2003
Employees1-10
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

Seniority

Employees

Director

Funding Data

Canterbury Investment Management has never raised funding before.

Canterbury Investment Management Tech Stack

Discover the technologies and tools that power Canterbury Investment Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

Lodash

JavaScript libraries

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

Google Tag Manager

Google Tag Manager

Tag managers

Linkedin Ads

Linkedin Ads

Advertising

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

React

React

JavaScript frameworks

Google Cloud

Google Cloud

IaaS

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Canterbury Investment Management is located in Zionsville, Indiana, US.
You can reach Canterbury Investment Management at +13177322075.
Canterbury Investment Management was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.
Canterbury Investment Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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