Canterbury meets with our clients as frequently as each client requires. Generally, when we are first engaged, meetings may be monthly while we go through the asset allocation, manager structure, investment policy development, and manager search process. Once those decisions have been made and we assist our clients in implementing the decisions, meetings may become less frequent and a regular quarterly meeting schedule is typically appropriate.

Canterbury has long provided research papers on specific asset classes or other topics of particular interest to a client. These are frequently presented to clients as educational pieces. Additionally, we have client seminars where we provide speakers of interest on topics such as current events, the economic climate or capital market updates.

Educational training for finance committee members has taken the form of presentations on research reports and discussing in detail, through questions and answers, the items in those reports.