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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.


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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.

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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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$44.4 BILLION
IN ASSETS

AS OF 6/30/24

 
4 OFFICES
INDEPENDENT 100% EMPLOYEE
OWNED
36 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

Colleges and Universities

Individuals &
Family Offices

Colleges and Universities

Healthcare

Colleges and Universities

Community Foundations

Colleges and Universities

Independent Schools

Colleges and Universities

Religious & Cultural
Organizations

NEWS & INSIGHTS

Blog
The Green Rush: The Rise of Money Market Funds

Emmett Shiras

From Canterbury Consulting

Emmett Shiras

In The Media
Canterbury Consulting Ranks Among the 2024 Best Places to Work in Orange County

Industry News

From Orange County Business Journal

Industry News

Blog
Navigating Tight Waters: The Fed & Treasury’s Liquidity Strategy in a Tightening Cycle

Loren Asmus

From Canterbury Consulting

Loren Asmus

Recognition Trophy

RECOGNITION

2020 Best Places to Work in Orange County

Awarded 07/03/23

2022 Best Places to Work in Orange County

Awarded 07/04/22

2021 Best Places to Work in Orange County

Awarded 07/05/21

2020 Best Places to Work in Orange County

Awarded 10/26/20

2023 Best Places to Work in Money Management

Awarded 12/11/23

2022 Best Places to Work in Money Management

Awarded 12/12/22

Best Places to Work in Money Management 2022

Awarded 12/13/21

2020 Best Places to Work in Money Management

Awarded 12/14/20