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Our Story

 

INDEPENDENT: THEN AND NOW

1988

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 offer 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, completely independent, and unbiased. 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 December 31st 2016, we have grown from six employees to 56, and we manage $17.5 billion of 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 and independence allow us to maintain a business structure that is both free of conflicts and aligned with our culture as a firm.


to 2017

WE PROTECT OUR INDEPENDENCE: WE PROTECT OUR CLIENTS
 

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:

OUR TEAM

Canterbury Consulting is a team of professionals who take pride in our independence, our work, and our commitment to fiduciary duty. We strive to deliver performance and service that exceeds both the needs and expectations of our clients. Every employee at Canterbury plays an important role, which enables us to serve as the investment office for our clients.

Mike Laven
Sabrina Momand
Jaylene Howard
JD Montgomery
Reshma Patel
Brandyn Murray
Traci Splane
Donny LoPiccolo
Adele Berwanger
Matt Lui
Jason Levey
Kumiko Green
MEET THE TEAM