About Canterbury Investment Management, LLC
<p>Founded in 2003, Canterbury Investment Management, LLC runs a volatility-managed investing approach built around its proprietary Portfolio Thermostat strategy. The firm is a Registered Investment Advisor (RIA) with about $0.1B in AUM as of 2026.</p> <p>From its headquarters in Zionsville in the Indianapolis metro area, Canterbury works with clients nationwide and partners with CPAs, financial advisors, and planners. For retirement plans, the firm provides <a href="/plan-advisors">plan advisor</a> support in a 3(21) fiduciary role, offering investment advice while the plan sponsor retains final decision-making.</p> <p>The team includes Thomas L. Hardin, CMT, CFP®, and Kimberly J. Custer, CMT, with more than 70 combined years of industry experience. Canterbury also runs the Canterbury Institute as an education resource for investors and plan stakeholders.</p> <p>One point that sets Canterbury apart is its focus on managing market extremes through a single named process—Portfolio Thermostat—rather than relying on a standard static allocation model.</p> <ul> <li>Registered Investment Advisor (RIA)</li> <li>Founded: 2003</li> <li>Headquarters: Zionsville (Indianapolis area), Indiana; works with clients nationwide</li> <li>Retirement plan service: 3(21) investment fiduciary support</li> <li>Resources: Canterbury Institute; Canterbury Portfolio Thermostat Fund; articles on Nasdaq and ETF Trends</li> </ul>
Website: https://www.canterburygroup.com/
Founded: 2003
Office Locations
- Zionsville, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $64.6M