We See Things Differently
Many advisors and investors still subscribe to the same theories they did fifty years ago. Despite being proven obsolete, these techniques remain in vogue. The Canterbury Institute is focused on challenging these conventionally held practices and sharing new knowledge with investors.
Supply and demand, not company performance, drives stock prices
Diversification is only useful if it prevents large declines
Markets are not random
Traditional statistical models are inadequate
Markets and Weather Have a lot in Common
Periods of pleasant conditions
Moments of extreme volatility
Difficulty to accurately predict
Thermostats use a systematic process to analyze current conditions and adapt in order to maintain a comfortable temperature. What if we could do the same for portfolios?
Tom Hardin, CMT, CFP
Founder, Lead Instructor
Tom has a broad breadth of experience and knowledge, spanning more than 30 years in the investment management industry. He is known as a leader, innovator, and educator. Tom has traveled the country training Financial Advisors and their clients on developing better approaches to manage dynamic markets. His contributions to the emerging science of Evidence-Based ETF Portfolio Strategy have been substantial and are well documented.
Tom received his bachelor’s degree in business from Skidmore College in Saratoga Springs, New York. He began his investment career in 1977 as a Registered Representative of a New York stock exchange firm. From 1982 through 1985, he served as a Regional Director of EF Hutton’s Personal Financial Management Department, where he directed the financial and investment planning efforts of 32 branch offices. During that time, he worked with some of the firm’s highest income and net worth clients.
He moved to Hutton’s Consulting Group in 1985 and earned the firm’s highest investment consulting designation. Tom then moved to one of EF Hutton’s discretionary investment management divisions, Hutton Portfolio Management, in 1987. His advancements continued through several corporate mergers. He served as a Senior Vice President and Senior Portfolio Management Director for Citigroup and Smith Barney’s Portfolio Management Group.
In 2003, he co-founded Canterbury Investment Management and later the Canterbury Institute for Evidence-Based ETF Portfolio Strategy and Canterbury ETF Research Analytics.
Over the years, Tom has been a guest lecturer at various colleges and universities throughout Indiana and a frequent speaker at financial service and investment industry symposiums. His list of publications include white papers and journal articles, and he has authored two books, most recently Investor Revolution, which outlines how advancements in information technology have led to revolutionary changes in portfolio and risk management.
His credentials include:
The University of Chicago Graduate School of Business – Certification in Portfolio Management
Certified Financial Planner® (CFP®), 1982
Certified Portfolio Manager through Hutton Portfolio Management, 1987
Senior Portfolio Management Director, Portfolio Management Group, 1993
Senior Investment Management Consultant, Consulting Group, 1994
Chartered Market Technician (CMT), Market Technicians Association, 1997
Decades of Experience in Portfolio Management
The Canterbury Institute team brings nearly 70 years of expertise to each educational piece. Our robust foundations in portfolio management, client relations, financial planning, and technical analysis allow us to provide comprehensive educational content for investors and advisors.