How is Canterbury different from other investment management firms?
Typical investment management firms manage money in a standardized, style-specific manner. They rarely communicate directly with their clients, and they don’t customize portfolios to meet the client’s individual needs. At Canterbury, each portfolio is customized to meet the specific needs of each client. The principles of modern portfolio theory are followed, which creates efficient portfolios that maintain low correlation among securities and the highest return versus risk. Each portfolio contains a mix of growth, value, and international stocks and bonds. With input from Canterbury’s Investment Policy Committee, Canterbury’s chief investment officer actively manages portfolios and chooses the styles and market sectors of stocks that are best positioned to perform in the given market conditions. He determines the asset allocation based on each client’s risk parameters and current market volatility. As market conditions change, he makes appropriate adjustments to the portfolio.
