Founded in 1988, Canterbury Consulting is an independent, employee-owned investment advisory firm. The company acts as an outsourced chief investment officer (OCIO) or an extension of staff for its clients, which include tax-exempt organizations (endowments and foundations) as well as high-net-worth individuals and families. Their core mission is to provide customized, objective investment advice, helping clients with asset allocation, investment policy design, manager selection, and performance evaluation to meet their long-term financial goals.

Founded in

United States