Canterbury Consulting’s founders were part of the generation that pioneered the independent investment advisory service model. In 1988, they set out to build a firm focused only on providing objective guidance to construct portfolios.
Embracing a fee-only advisory model, Canterbury would sell no investment products of their own. They would advise clients of the best fund managers by doing in-depth research and diligence on those managers.
Today, we remain 100% employee-owned and completely independent. We are committed to our fiduciary duty to clients. We believe our clients value an independent fiduciary partner who can provide viable solutions — solutions that will enable them to meet their obligations and reach their financial goals.
As of June 30, 2024 we have grown from six employees to 67, and we advise on $44.4 billion in assets for endowments, foundations, healthcare organizations, and families.
We are proud that we have been able to grow organically since day one, avoiding a merger or acquisition. The firm’s organic growth allows us to maintain a business structure that is both independent and aligned with our culture as a firm.
We continue to protect our independence and are vigilant about avoiding potential conflicts in a changing financial world. We protect our clients both by what we do—help them achieve their missions by helping them achieve the financial strength to do so—and by what we don’t do:
