Canterbury Consulting, Inc. is a 60+-person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B. Clients are both tax-exempt - public and private foundations, endowments and pension plans - and taxable - corporate plans and high net worth and ultra-high net worth individuals and families - and invest in both traditional assets such as public equities and bonds and alternative assets such as private capital, hedge funds and real assets (commodities, real estate, etc.). Canterbury customizes each client?s portfolio based on his or her needs, wants, risk preferences and liquidity requirements. The average tenure of Canterbury's clients is 10+ years. Mission:?Our mission is to relentlessly focus our energy and our resources on creating customized investment solutions that allow our clients to achieve superior investment performance. Our Investment Consultants play an integral role in fulfilling that mission by influencing client outcomes throughout the investment process.
51 to 200 Employees
TypeCompany - Private
Revenue$10 to $25 million (USD)
IndustryFinancial Analytics & Research
CompetitorsUnknown
Founded1988