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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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$16.8 BILLION
IN ASSETS

AS OF 3/31/17

 
2 OFFICES
INDEPENDENT 100% EMPLOYEE
OWNED
28 YEARS IN
BUSINESS

AS OF 3/31/17
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

Articles
Charities Stand to Benefit From Trillions in Mandated Retirement Distributions

Authored by Jaylene Howard, CFA, CAIA

Philanthropy News Digest

Authored by Jaylene Howard, CFA, CAIA

In The Media
Money Moves as Investors Plow Redemptions into New Firms

Quote by Stuart Blair, CAIA

FundFire

Quote by Stuart Blair, CAIA

Whitepapers
After-Tax Returns

From Canterbury Consulting's Research Group

From Canterbury Consulting's Research Group

Recognition Trophy

RECOGNITION