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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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$28.7 BILLION
IN ASSETS

AS OF 12/31/22

 
3 OFFICES
INDEPENDENT 100% EMPLOYEE
OWNED
35 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

Individuals and Family Offices

Individuals &
Family Offices

Healthcare

Healthcare

Community Foundations

Community Foundations

Independent Schools

Independent Schools

Religious and Cultural Organizations

Religious & Cultural
Organizations

NEWS & INSIGHTS

Blog
ANALYSIS OF THE GP-LED SECONDARIES MARKET

Erick Podwill

From Canterbury Consulting

Erick Podwill

In The Media
CANTERBURY CONSULTING AWARDED PENSIONS AND INVESTMENTS BEST PLACES TO WORK FOR THIRD CONSECUTIVE YEAR

Industry News

From Pensions & Investments

Industry News

Event
CANTERBURY CONSULTING 2023 INVESTMENT FORUM

Video Replays Available

From Canterbury Consulting

Video Replays Available

Recognition Trophy

RECOGNITION

2022

2022 Best Places to Work in Orange County

Awarded 07/04/22

2020 Best Places to Work in Money Management

Awarded 12/12/22

2021

2021 Best Places to Work in Orange County

Awarded 07/05/21

Best Places to Work in Money Management 2022

Awarded 12/13/21

Click here for more information on these surveys.

2020

2020 Best Places to Work in Orange County

Awarded 10/26/20

2020 Best Places to Work in Money Management

Awarded 12/14/20