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.Learn more >
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.Learn more >
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.Learn more >
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.
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.
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.
From Canterbury Consulting
With Jason Levey, CAIA