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Canterbury Consulting, established in 1988, specializes in providing tailored investment advice and management services, focusing on the unique needs of its clients, which include colleges, universities, healthcare organizations, and individual family offices. With $52.4 billion in assets and a commitment to fiduciary care, the firm emphasizes a holistic approach to investment planning that integrates a client's entire organizational ecosystem.
The firm operates from three offices and prides itself on its independent, employee-owned structure, ensuring that each investment strategy is customized through a collaborative process involving their diverse team of professionals. Canterbury's dedication to continuous measurement and advice maintains alignment with clients' long-term financial goals and objectives.
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