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NEWS & EVENTS

 

Articles
Press Release
August 2019
PR Log
Canterbury Consulting, an independent investment advisory firm with more than $20 billion in assets under advisement, and the University of California, Irvine's Center for Investment and Wealth Management (CIWM), have partnered in the Pacific Life LIFEvest Financial Literacy Residential Program to help underserved Oran…
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…

Annual Investment Forum
Annual Investment Forum
January 2018
Canterbury Consulting
Canterbury hosted its 10th Annual Investment Forum on January 18, 2018 for more than 200 endowment, foundation, healthcare, and family office clients. Attendees were treated to insights on investing, the state of philanthropy, and the future of healthcare from notable thought leaders including TCW, Centerbridge Partne…
Articles
Press Release
January 2018
Yahoo
Experts Discussed Macroeconomics, Global Equity and Credit Markets, the State of Philanthropy and the Future of Healthcare NEWPORT BEACH, Calif., Jan. 24, 2018 /PRNewswire/ -- Canterbury Consulting, an independent investment advisory firm overseeing $18 billion for foundations, endowments, and families, recently hos…
Articles
Press Release
November 2017
Yahoo Finance

NEWPORT BEACH, CALIF., November 3, 2017 /PRNewswire/ – Canterbury Consulting, an independent investment advisory firm overseeing more than $17.2 billion, has announced the speakers for its 2018 Investment Forum, an annual assembly of prominent thought leaders in investment management, healthcare, and philanthropy.

Can…