Foundations and Endowments are the heart of Canterbury's business; they represent approximately two-thirds of our clientele. Our many years of experience in this area gives us a great understanding of the unique issues facing investment committees today:
- Understanding appropriate asset classes and investment choices
- Non-traditional investments: Private Capital, Hedged Equity and Real Assets
- Meeting a specific spending requirement
- Creating a sound investment policy to last through turnover of board, committee or staff members
- Changes in operating budgets, gifts or donations
- Audit assistance for alternative investments
- Socially responsible investing
- Attracting donors
- To find out more about how Canterbury can help you meet your unique goals, contact us today.
