Canterbury Insights

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In The Media
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…
Authored by Debashis Chowdhury, CFA
July 2020
Nonprofit Information
Much has been written of high market returns over the past few years, and the COVID-19 pandemic will certainly lead to higher volatility going forward. What hasn’t been written is that these data points have created a precarious situation for endowments and the organizations they support: Spend rates are up or at unsus…
In The Media
Quote by Debashis Chowdhury, CFA
June 2020
Orange County Business Journal
The first quarter was unlike anything seen in the world’s financial markets. The markets reached an all-time high in February and when the coronavirus struck, they plunged more than 30%, including the 13% drop of the Dow Jones on March 16, the second worst day in its history.
In The Media
Quote by Debashis Chowdhury, CFA
May 2020
Fiduciary News
The proliferation of investment options promised participants a plug-and-play plan. In the process, it created a 401k Frankenstein monster of a mess.


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