Canterbury Consulting was recently named as one of the 2020 Best Places to Work in Orange County by the Orange County Business Journal. This county-wide survey and awards program was designed to identify, recognize and honor the best places of employment in Orange County, California, benefiting the county’s economy, its workforce and businesses.
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Founded in 1988, Canterbury provides consulting services to tax-exempt organizations — including community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations as well as individuals and family offices. As of June 30, 2020, we have approximately $23.6 billion in assets and 62 full-time employees.
We are 100% employee-owned, completely independent and free from common conflicts of interest. We are committed to our fiduciary duty to clients. We believe our clients value an independent fiduciary partner who can provide viable solutions that will enable them to meet their obligations and reach their financial goals.
We are proud that we have been able to grow organically since day one, avoiding a merger or acquisition. Our firm’s organic growth and independence allow us to maintain a business structure that is both free of conflicts and aligned with our culture.
Our investment philosophy is that every investor has the right to advice guided by their best interests, not the interests of their consultant. This approach allows us to remain focused on achieving successful outcomes for our clients by following our investment building blocks of customized investment strategies, disciplined asset allocation and risk management, strategic portfolio shifts and open-architecture access to investment management strategies and vehicles that best suit each of our unique client-specific needs.
We are professionals who are passionate about helping our clients succeed in achieving their missions. The culture of our firm is grounded in this meaningful purpose and driven by a professional team focused on collaboration. We achieve results through people. Each employee is an integral part of our firm’s success.
Canterbury has proudly had a diverse and inclusive workplace since our founding 32 years ago. We strive to deliver a positive, collegial working culture, and we value the unique skills that our diverse team members deliver to our clients every day. Our diversity mirrors the equally diverse backgrounds of the clients we serve. We strongly believe that the more intimately we can understand and identify with our specific clients’ backgrounds and experiences, the better we can custom-tailor investment solutions that align with our clients’ values.
Learn more about Canterbury at www.canterburyconsulting.com.