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NEWS & EVENTS

 

Articles
Authored by Poorvi Parekh, CFA
May 2019
Nonprofit Information
The key role of a nonprofit organization’s trustees is to ensure that investment assets are protected and properly managed so that they can serve the organization’s mission. Regardless of the size of the investment assets, the investment committee seeks to balance the objectives of both long-term growth and ongoing fun…
Articles
Press Release
February 2019
MarketWatch
Canterbury Consulting recently hosted its 2019 Investment Forum, Canterbury's annual client education event. The 11th annual investment forum showcased a diverse array of leaders in the investment management industry, specialists in ESG investment principles, and thought leaders at the intersection of politics and the …
Articles
Press Release
January 2019
MarketWatch
Canterbury Consulting, an independent investment advisory firm overseeing more than $18.3 billion, will host its 2019 Investment Forum, on January 17, 2019 in Newport Beach, Calif. The forum is an annual assembly of prominent thought leaders in investment management that Canterbury Consulting hosts each year for its en…
Articles
Authored by Debashis Chowdhury, CFA
November 2018
Nonprofit Information

Legend has it that a college professor once awarded an “A” for the best existentialistic description of a simple chair. The “A” paper contained just two words, “what chair?”

It’s been said “the existential attitude” is a sense of puzzlement, misperception, or anxiety in the face of an apparently empty or illogical wor…

Articles
Press Release
May 2018
Canterbury Consulting

NEWPORT BEACH, CALIF., May 21, 2018 – Canterbury Consulting, an independent investment advisory firm overseeing $18.6 billion for foundations, endowments, healthcare organizations, and families, is moving to a new office after 30 years of growth. Due to the success of its independent advisory service model, the firm is…