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OUR CLIENTS


Higher Education

Canterbury understands the complex issues trustees face, and how those issues inform investment decisions. We help colleges and universities balance the drivers of long-term stability with the short-term realities of unstable funding that may hamper the ability to expand student services or recruit high-caliber staff. We help navigate operating budgets, plan for fluctuating donations, implement socially responsible investing, adhere to American Institute of Certified Public Accountants standards, and calibrate to changes in the Higher Education Price Index (HEPI).

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