Canterbury Consulting

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA, overseeing $23.6 billion in assets as of June 30, 2020. Canterbury provides consulting services to tax-exempt organizations — including community foundations, educational endowments, religious organizations, arts and cultural foundations, and health care organizations as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s specific goals. Canterbury acts as the investment office for its diverse clientele and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury strives to deliver performance and service that exceeds client needs and expectations.