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Canterbury Consulting

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Canterbury Consulting’s founders were part of the generation that pioneered the independent investment advisory service model. In 1988, they set out to build a firm focused only on providing objective guidance to construct portfolios.

Embracing a fee-only advisory model, Canterbury would offer no investment products of their own. They would advise clients of the best fund managers by doing in-depth research and diligence on those managers.

Today, we remain 100% employee-owned, completely independent, and unbiased. We are committed to our fiduciary duty to clients. We believe our clients value an independent fiduciary partner who can provide viable solutions—solutions that will enable them to meet their obligations and reach their financial goals.

As of June 30, 2018, we have grown from six employees to 58, and we advise on $18.3 billion in assets for endowments, foundations, healthcare organizations, and families.

We are proud that we have been able to grow organically since day one, avoiding a merger or acquisition. The firm’s organic growth and independence allow us to maintain a business structure that is both free of conflicts and aligned with our culture as a firm.
Industry Role:
InvestorAllocator
Investor Type:
Consultant
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. Newport Beach, CA, US 660 Newport Center Dr #300, Newport Beach, CA 92660, USA
2. Seattle, WA, US IBM Building, 1200 5th Ave #1725, Seattle, WA 98101, USA
3. US United States
Executives and Employees
# Contact Info Location
1.
Poorvi Parekh
Director of Outsourced Investments
View Profile
    Newport Beach, California, US
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