Canterbury Investment Management is a registered investment advisor based in Indiana that manages investment portfolios for individuals, high-net-worth individuals, and businesses. The firm primarily uses a proprietary strategy called the Canterbury Portfolio Thermostat, which utilizes technical and quantitative analysis to adjust asset allocations based on changing market conditions and volatility. Canterbury Investment Management handles accounts on an authority-to-trade-without-asking basis, meaning professionals make buying and selling decisions without prior approval for each individual trade, though clients can place reasonable restrictions on holdings. In addition to managing individual portfolios, Canterbury Investment Management serves as the investment manager for an affiliated mutual fund called the Canterbury Portfolio Thermostat Fund. The firm's approach focuses heavily on long-term market participation, systematic adjustments driven by quantitative indicators, and diversification primarily using exchange-listed securities and mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable on a client-by-client basis. Affiliated mutual fund charges 0.90%.