Canterbury Consulting is a highly reputable investment consulting firm that has been providing customized investment advice to clients since 1988. With a focus on institutional advisory, outsourced discretionary management, and wealth management, Canterbury optimizes investment plans for each client's specific situation, ensuring they have a clear path towards their financial objectives. With $28.7 billion in assets and a team of experienced professionals, Canterbury takes a holistic approach, understanding each client's unique needs and delivering customized solutions to help them achieve their long-term goals.
With a collaborative investment process that involves every one of their investment professionals, Canterbury designs and implements investment strategies tailored to each client's preferences and objectives. They provide ongoing measurement and advice to ensure that each client's portfolio stays on track. Serving a diverse range of clients, including colleges, universities, individuals, family offices, healthcare organizations, community foundations, independent schools, and religious and cultural organizations, Canterbury has established itself as a trusted partner in the financial industry.
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