It's not what we do, but the way we do it that makes us distinct.
A balance of deep understanding, insight and intellectual rigor and a focused approach of targeting niche and nimble money managers, is integrated into a highly thoughtful and customized portfolio that takes every client’s unique circumstances into account above all else. The outcome being results that profoundly count.
Canterbury is an independent consulting firm established in 1988 to provide comprehensive investment advice to institutional clients and high net worth individuals. Our team is dedicated to helping clients meet their investment objectives through appropriate asset allocation, optimal investment manager structure, and continual review of managers and total fund performance. Click here for a complete list of institutional consulting services, and click here for a complete list of wealth management consulting services.
Canterbury brings the following key strengths and core competencies to all of our client relationships: