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In The Media
Recognition
March 2022
Pensions & Investments
Canterbury Consulting was nationally recognized as one of the Best Places to Work in Money Management in 2021 by Pensions & Investments. The award marks the second year this program has recognized Canterbury for its employee engagement and workplace culture.
Articles
Press Release
July 2021
Canterbury Consulting
Canterbury Consulting, an independent investment advisory firm overseeing approximately $27 billion for foundations, endowments and families, has been named as one of the 2021 best places to work in Orange County by the Orange County Business Journal. This is the second consecutive year and third time Canterbury Consul…
Annual Investment Forum
Press Release
February 2021
PRLog
Canterbury's Annual Investment Forum will feature a former commissioner of the FDA, the chief investment strategist at Charles Schwab, and the founder of Ariel Investments as they provide insights on biomedical science and health, international markets, and value investing.
In The Media
Recognition
October 2020
Orange County Business Journal
Canterbury Consulting provides financial advice on $23.6 billion worth of investments for family offices, college endowments, nonprofits, healthcare organizations and other clients. Like other wealth management firms in this hyper-competitive business on Wall Street, this advice is closely tracked by clients, especi…



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