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Advisor Information for CAPTX

Fund Inception08/02/2016
Name of IssuerCanterbury Investment Management
Fund Advisor(s)Canterbury Investment Management, LLC
Sub-Advisor(s)--

Fund Managers for CAPTX

Thomas Hardin
Portfolio Manager since 08/02/2016
Thomas L. Hardin, CMT, the Chief Executive Officer and Chief Investment Officer of the Adviser, is responsible for the day-to day management of the Fund. Mr. Hardin co-founded the Adviser in 2003 and has served as the Chief Executive Officer and Chief Investment Officer since 2003. Mr. Hardin received his bachelor's degree in business from Skidmore College in Saratoga Springs, New York.
Kimberly Custer
Portfolio Manager since 08/02/2016
Kimberly J. Custer, CMT, the Chief Compliance Officer and Chief Portfolio Strategist of Canterbury Investment Management, LLC. Ms. Custer co-founded Canterbury Investment Management, LLC.in 2003 and has served as the Chief Compliance Officer and Chief Portfolio Strategist since 2003. As Chief Portfolio Strategist, Kim oversees and coordinates all aspects of the Adviser’s investment strategy and is responsible for the coordination of Canterbury Investment Management, LLC's investment strategy with each client’s investment objectives and the timely execution of all portfolio adjustments. Ms. Custer earned a bachelor’s degree in financial counseling and planning from Purdue University