Loading...

OUR SERVICES

INSTITUTIONAL ADVISORY

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


Learn more >

OUTSOURCED &
DISCRETIONARY
MANAGEMENT

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

Learn more >

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.

Learn more >
$28.2 BILLION
IN ASSETS

AS OF 06/30/22

 
3 OFFICES
INDEPENDENT 100% EMPLOYEE
OWNED
34 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

Blog
HOW TO ACCEPT CRYPTO DONATIONS AS A NONPROFIT

By Matt Lui, CFA, CAIA

From Canterbury Consulting

By Matt Lui, CFA, CAIA

In The Media
CANTERBURY'S SECOND YEAR BEING NAMES ONE OF THE BEST PLACES TO WORK IN MONEY MANAGEMENT

Industry News

From Pensions & Investments

Industry News

Event
Canterbury's 2022 Annual Investment Forum

Video Replays Available

From Canterbury Consulting

Video Replays Available

Recognition Trophy

RECOGNITION

2022

2022 Best Places to Work in Orange County

Awarded 07/04/22

2021

2021 Best Places to Work in Orange County

Awarded 07/05/21

Best Places to Work in Money Management 2021

Awarded 12/13/21

2020

2020 Best Places to Work in Orange County

Awarded 10/26/20

2020 Best Places to Work in Money Management

Awarded 12/14/20

f