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Canterbury Investment Management, LLC Employee Directory

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.

Find Canterbury Investment Management, LLC employees' phone numbers or email addresses

Canterbury Investment Management, LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Canterbury Investment Management, LLC's Leadership

  • Stylized image of a person
    A. G.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Director - Institutional Portfolio Group
    Phone icon
    Mobile Phone

Canterbury Investment Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Canterbury Investment Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. B.
    Director - Institutional Portfolio Group
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Canterbury Investment Management, LLC known for?

Minus sign iconPlus sign iconCanterbury Investment Management, LLC was founded in 2003 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-317-732-****
. Explore Canterbury Investment Management, LLC's company overview page for more information.

What is Canterbury Investment Management, LLC's most common email format?

Minus sign iconPlus sign iconCanterbury Investment Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Canterbury Investment Management, LLC email formats with LeadIQ.

How many employees does Canterbury Investment Management, LLC have currently?

Minus sign iconPlus sign iconCanterbury Investment Management, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Canterbury Investment Management, LLC's key employees and leadership?

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As of July 2026, Canterbury Investment Management, LLC's key employees include:

  • Owner: A. G.
  • Director - Institutional Portfolio Group: K. B.

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