Institute Mission

The Canterbury Institute for Adaptive Portfolio Management recognizes the value of both academic and practical education. The mission of the Canterbury Institute is to educate and inform the general public, as well as financial professionals, on the principles of Adaptive Portfolio Management. At the Canterbury Institute, we question all beliefs, theories, and assumptions that have been widely accepted in investment management methodologies practiced over the last forty plus years.

What We Provide

Educate the general public on investment principles, how the financial markets work, and Adaptive Portfolio Management.

Provide Tools and Videos that help guide investors towards their goal of Financial Independence.

Help Financial Advisors grow their practice and create a win-win relationship with their clients

Develop New Applications and Technologies that produce evidence-based results for dealing with dynamic markets.

Instuctors

Tom Hardin

Kim Custer

Brandon Bischof

Experts Leading the Way

The Canterbury Institute team has accumulated years of experience and training working with both retail investors and financial advisors. Our instructors are well-published, thought leaders throughout the investment management industry and have been featured on various media outlets such as ETF Trends, Nasdaq, and Financial Advisor Magazine.

The Institute's Chief Founder, Tom Hardin, has over 30 years of investment experience, and has dedicated his career to educating and training financial advisors. In addition, Tom is the author of two books: Investor Revolution and Never Too Old to Rock 'n Roll: Life After 50- the Best Years Yet

Our Community

The Canterbury Institute and Canterbury Investment Management are located in the Heart of Downtown Zionsville. Founded in 2003, Canterbury seeks to educate the community on Adaptive Portfolio Strategy and introduce investors to a new way of approaching investment management.