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OUR SERVICES

INSTITUTIONAL ADVISORY

Since 1988, Canterbury has partnered with clients on a non-discretionary basis to provide unbiased, customized investment advice. We optimize investment plans for each client’s specific situation.

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OUTSOURCED &
DISCRETIONARY
MANAGEMENT

Canterbury partners with clients on a full discretionary basis. We provide the same unbiased advice, research rigor, and customized portfolio construction we have always used with clients.

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WEALTH MANAGEMENT

Individuals and family offices deserve the same fiduciary care and quality that institutional investors command. We seek to ensure that our private clients have a clear path toward their financial objectives.

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$18.6 BILLION
IN ASSETS

AS OF 12/31/17

 
2 OFFICES
INDEPENDENT 100% EMPLOYEE
OWNED
30 YEARS IN
BUSINESS

Canterbury Process

THE CANTERBURY PROCESS

1

Understand

With our holistic approach, we go further than other consultants. We believe that each client is unique, and is most likely to achieve investment objectives with a customized investment plan that takes into account factors beyond the investment itself. That’s why we take the time to understand each client’s entire organizational ecosystem.

2

Design

Our investment process takes everything we've gleaned from the discovery process and marries it with the firm's deep and diverse investment expertise. This uniquely collaborative process involves every one of our investment professionals to deliver a range of solutions, customized for each client’s specific situation.

3

Implement

Depending on the client’s preferred level of discretion, Canterbury offers specific investment recommendations, handles implementation of the strategy, and selects individual managers. For all clients, we provide ongoing measurement and advice to ensure that each client’s portfolio stays on course to achieve their long-term goals and objectives.




Our Clients

Colleges and Universities

Colleges & Universities

Individuals and Family Offices

Individuals &
Family Offices

Healthcare

Healthcare

Community Foundations

Community Foundations

Independent Schools

Independent Schools

Religious and Cultural Organizations

Religious & Cultural
Organizations

NEWS & INSIGHTS

In The Media
Foundations Re-Examining Investments in Firearms

Quote by Debashis Chowdhury, CFA

The NonProfit Times

Quote by Debashis Chowdhury, CFA

In The Media
Canterbury Consulting 2018 Investment Forum Speakers

From Jim Paulsen, Ph.D. and Paul Schulz

2018 Investment Forum

From Jim Paulsen, Ph.D. and Paul Schulz

In The Media
Global Bonds are a Passport to Income

Quote by Loren Asmus, CFA

U.S. News & World Report

Quote by Loren Asmus, CFA

Recognition Trophy

RECOGNITION