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Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations } CANTERBURY INSIGHTS   Asset Class Reports Canterbury Review: First Quarter 2026 U.S. equity markets faced heightened volatility in the quarter as early strength gave way to a sharp risk-off move amid rising geopolitical tensions and energy-related inflation concerns. Losses were concentrated among growth-oriented equities. Large-cap equities, represented by the S&P 500, fell 4.3%, while the “Magni… READ MORE  > Asset Class Reports Canterbury Review: Third Quarter 2025 U.S. equity markets reached record highs with continued investment in artificial intelligence and technology, despite stretched valuations and lingering uncertainty. Large-cap equities, represented by the S&P 500, rose 8.1%, driven once again by the “Magnificent 7,” which gained 17.0%. Mid-cap equities also performed f… READ MORE  > Asset Class Reports Canterbury Review: First Quarter 2025 In the first quarter of 2025, U.S. equity markets experienced broadly negative returns, mainly driven by economic uncertainty impacting investor sentiment. Large-cap equities, represented by the S&P 500, declined by -4.3% in the quarter, largely fueled by a sell-off in the "Magnificent 7" stocks which posted a loss of… READ MORE  > Asset Class Reports Canterbury Review: Fourth Quarter 2024 In the fourth quarter of 2024, U.S. equity performance remained positive and concentrated, particularly in large caps with the cap weighted indices outperforming their equal weighted counterparts. The performance was largely driven by two factors: the election’s positive impact on investor sentiment and the “Magnificen… READ MORE  > Asset Class Reports Canterbury Review: Third Quarter 2024 In the third quarter, U.S. equity performance was more broadly distributed than in previous quarters, with the equal-weighted S&P 500 (9.6%) and Russell 3000 indices (10.4%) outperforming their market-cap weighted counterparts (5.9% and 6.2%, respectively). The Federal Reserve’s decision to cut rates spurred a risk-on… READ MORE  > Asset Class Reports Canterbury Review: Second Quarter 2024 In the second quarter of 2024, large cap U.S. equities continued their upward trajectory with performance being more concentrated than in the previous quarter, as measured by the divergence between the equal weighted and cap weighted indices. The gains were primarily led by the technology sector with the majority comin… READ MORE  > Asset Class Reports Canterbury Review: First Quarter 2024 In the first quarter, despite strong economic data and signals from the Federal Reserve that previously anticipated rate cuts would likely be postponed, U.S. equities continued to rally. Performance was wider in breadth than in previous quarters, with 2 of the “Magnificent 7” stocks suffering notably poor performance,… READ MORE  > Asset Class Reports Canterbury Review: Fourth Quarter 2023 In the fourth quarter, U.S. equities rallied on expectations that the Federal Reserve would begin cutting rates in early 2024 following weak economic data coming out of both the US and international markets. Rate-sensitive sectors like technology, consumer discretionary, and real estate did well, while energy dipped in… READ MORE  > Asset Class Reports Canterbury Review: Third Quarter 2023 In the third quarter, U.S. equities saw their first quarterly decline since the Q3 of 2022. The energy sector propped up market-wide performance, in large part due to elevated oil prices created by supply-constricting efforts from Saudi Arabia and Russia. Utilities, real estate, and consumer staples all posted material… READ MORE  > Asset Class Reports Canterbury Review: Second Quarter 2023 In the second quarter, the U.S. equity market continued its strong performance with technology stocks leading the way once again. International developed equities and emerging markets (EM) equities also rose in the quarter despite rising interest rates and continued inflation concerns. Amid elevated inflation, the Fede… READ MORE  > Asset Class Reports Canterbury Review: First Quarter 2023 In the first quarter, the U.S. equity market had a strong start, with technology stocks driving much of the market’s gains. In the second half, concerns around several large banks caused market declines. However, U.S. stocks managed to recover some of its losses towards the end of the quarter. International developed e… READ MORE  > Asset Class Reports Canterbury Review: Fourth Quarter 2022 Despite the challenging year, the U.S. equity markets made gains in the quarter, with much of the progress made in November. Improved GDP revisions, strong corporate earnings, and potential signs that elevated inflation could be cooling benefitted the markets. European equities and emerging markets (EM) equities also r… READ MORE  > Asset Class Reports Canterbury Review: Third Quarter 2022 The U.S. equity markets fell in the quarter following a short-lived market rally in July. Recession fears, persistent inflation pressures, and Federal Reserve monetary policy tightening weighed heavy on markets, continuing the downward trend that started in the first half of the year. European equities and emerging mar… READ MORE  > Asset Class Reports Canterbury Review: Second Quarter 2022 U.S. equity markets fell significantly in the quarter. Recession fears and an accelerated Federal Reserve interest rate hike trajectory weighed heavy on markets, leading to the weakest first half performance of the S&P 500 in decades. European equities and emerging markets (EM) equities also fell in the quarter, althou… READ MORE  > Asset Class Reports Canterbury Review: First Quarter 2022 U.S. equities fell in the first two months of the quarter before rebounding slightly in March. Fed tightening, inflation expectations, and the Russia/Ukraine war weighed on the equity markets. The negative quarter marks the first quarterly decline since the beginning of the pandemic in early 2020. European equities and… READ MORE  > Asset Class Reports Canterbury Review: Fourth Quarter 2021 U.S. equities rose in the quarter despite a weak November due to the fear over rising cases of the Omicron variant. By year-end, the worries subsided as the economy and corporate earnings remained stable. European equities were positive in the quarter whereas emerging markets (EM) equities lost value. China was the wor… READ MORE  > Asset Class Reports Canterbury Review: Third Quarter 2021 U.S. stock markets hit new all-time highs in the third quarter even as market volatility picked up in the final weeks of September. Corporate commentary turned cautious and profit warnings cited supply chain constraints and margin compression from multiple industries. European equities significantly outperformed emergi… READ MORE  > Asset Class Reports Canterbury Review: Second Quarter 2021 U.S. stock markets delivered positive returns in the quarter, supported by the rebound of growth stocks, strong first quarter earnings, and the prospect of a bipartisan deal to increase infrastructure spending. European equities outperformed emerging markets (EM) equities in the quarter. Europe benefitted from the reop… READ MORE  > Asset Class Reports Canterbury Review: First Quarter 2021 U.S. stock markets ended the quarter in positive territory supported by an optimistic economic growth outlook and continued vaccine progress. European equities slightly outperformed emerging market ( News & Events | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations } NEWS & EVENTS   --> News 86 --> --> --> In The Media JD Montgomery featured on the Superclusters Podcast In the Media May 2026 Canterbury Consulting We’re excited to share that Canterbury Managing Director JD Montgomery recently joined David Zhou on the Superclusters podcast. READ MORE  > In The Media Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year Recognition July 2025 Orange County Business Journal Canterbury Consulting, an independent investment advisory firm, is proud to announce it has been recognized by the Orange County Business Journal as one of the "Best Places to Work" in Orange County for the sixth consecutive year. This esteemed award acknowledges companies that prioritize employee satisfaction and fost… READ MORE  > In The Media Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments Recognition December 2024 Pensions & Investments Canterbury Consulting was nationally recognized as one of the Best Places to Work in Money Management in 2024 by Pensions & Investments. The award marks the fifth consecutive year this program has recognized Canterbury for its employee engagement and workplace culture. READ MORE  > In The Media Endowment-Tax Hikes Could Prompt Bigger Alts Allocations Quote by Debashis Chowdhury, CFA October 2024 FundFire U.S. lawmakers have introduced several bills aimed at increasing excise taxes on large university endowments, moves that may prompt endowments to devote a larger slice of their portfolios to illiquid investments to meet anticipated spending needs, industry players said. READ MORE  > In The Media Canterbury Consulting Awarded Pensions and Investments Best Places to Work for Third Consecutive Year Recognition December 2022 Pensions & Investments Canterbury Consulting was nationally recognized as one of the Best Places to Work in Money Management in 2022 by Pensions & Investments. The award marks the third consecutive year this program has recognized Canterbury for its employee engagement and workplace culture. READ MORE  > In The Media Canterbury Consulting's Second Year Being Named One of the Best Places to Work in Money Management Recognition March 2022 Pensions & Investments Canterbury Consulting was nationally recognized as one of the Best Places to Work in Money Management in 2021 by Pensions & Investments. The award marks the second year this program has recognized Canterbury for its employee engagement and workplace culture. READ MORE  > In The Media India’s IPO frenzy and what China’s regulatory upheaval has to do with it Quote by Matt Lui, CFA, CAIA August 2021 The Market Herald Global investors are increasingly looking to invest on exchanges in the world's seventh-largest economy, India, and there is a confluence of factors at play. READ MORE  > In The Media Need Cash? Your Brokerage Account May Offer a Handy Solution Quote by Stuart Blair, CAIA August 2021 NerdWallet A securities-based line of credit, or SBLOC, could help tide you over when purse strings are tight. Life happens. At some point, you might need quick cash for a down payment or to cover an unexpected expense, but may not be sure whether it warrants raiding your emergency savings. You could sell some of your investments… READ MORE  > In The Media Qwick Takes: ESG investing is heating up Quote by Loren Asmus, CFA, CAIA May 2021 Talking Biz News Loren Asmus, CFA, CAIA, Vice President, Investment Research at Canterbury Consulting shared insights on ESG investments with Talking Biz News Deputy Editor Erica Thompson: "​ESG interest from both current and prospective clients is increasing. Clients are interested in ESG from several different perspectives, including… READ MORE  > In The Media Sustainable Fund Inflows Hit Record High in Q1 - Morningstar Quote by Loren Asmus, CFA, CAIA April 2021 Reuters Record demand to invest in sustainable investment funds saw the sector’s total assets rise 19% to a fresh high of nearly $2 trillion in the first quarter, data from industry tracker Morningstar showed. The surge in interest marked the fourth quarter in a row that the sector’s assets have hit a record high, amid growing… READ MORE  > In The Media Consultants create group to focus on industry diversity Industry News January 2021 Pensions & Investments More than a dozen institutional investment consulting firms have formed the Institutional Investing Diversity Cooperative to increase data and transparency around diversity in the asset management industry, the group said Tuesday, January 5, 2021. The members said in a joint statement that they will push for better tra… READ MORE  > In The Media Canterbury Consulting Named One of Pensions & Investments Best Places to Work in Money Management 2020 Recognition December 2020 Pensions & Investments A record 94 firms were recognized by Pensions & Investments (P&I) as part of its 2020 Best Places To Work in Money Management program, a survey and awards program dedicated to identifying and recognizing the best employers and providing organizations with valuable employee feedback. Canterbury Consulting was one of the… READ MORE  > In The Media Go Where They Aren’t: International Small-Cap ETFs Canterbury Consulting November 2020 ETF Trends By Tom Lydon Domestic small-cap stocks are getting plenty of attention as of late, but investors shouldn’t gloss over international equivalents. That promising exposure can be obtained via exchange traded funds such as the ERShares International Equity ETF (NYSEARCA: ERSX). “Investors who ignore international small-c… READ MORE  > In The Media Canterbury Emphasizes Teamwork to Manage Stress Recognition October 2020 Orange County Business Journal Canterbury Consulting provides financial advice on $23.6 billion worth of investments for family offices, college endowments, nonprofits, healthcare organizations and other clients. Like other wealth management firms in this hyper-competitive business on Wall Street, this advice is closely tracked by clients, especial… READ MORE  > In The Media The Stock Market Does Better When Democrats Are In The White House Quote by Stuart Blair, CAIA October 2020 HuffPost President Donald Trump has repeatedly warned that the stock market is doomed if he loses the 2020 election and Democrats take the White House. But looking at history, the association of a Republican president with better stock market performance is not steeped in reality. Here’s what’s really the case: Historically, th… READ MORE  > In The Media Fewer Redemptions, But Can Hedge Funds Call It a Rebound? Quote by Stuart Blair, CAIA October 2020 FundFire Predictions of massive hedge fund redemptions this year were rife following the volatility of March and April. But with the start of the final quarter of the year approaching and redemption windows coming to a close, it turns out the industry may avoid what some had feared — a crushing year overshadowing brutal 2019 ou… READ MORE  > In The Media How to Invest in MLP Stocks Quote by Loren Asmus, CFA, CAIA July 2020 U.S. News & World Report The midstream sector supports the oil and gas industry's infrastructure needs and can increase diversification in a retirement portfolio since it generates higher yields. Investors typically invest in large integrated exploration and production names Canterbury Annual Forum | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR FORUM PREVIEW EVENT ANNUAL FORUM Every year, our Annual Forum provides private clients, family offices, and institutional investors access to industry leaders who present their insights on investing, public policy, philanthropy, and other key topics relevant to today’s environment in the investment management industry. Throughout the year, we seek to broaden the knowledge of the foundations, endowments, and families we serve by supplementing the important discussions we have at client quarterly meetings with additional events that provide access to subject matter experts. We take pride in creating an environment for our clients to network and collaborate with peers to share experiences, best practices, and discuss challenges and opportunities within the current landscape. If you are interested in learning more about Canterbury Consulting and attending our Annual Forum, please fill out the request form. Guest Speakers Abigail Glerum Principal GoldenTree Asset Management Biography > Ron Temple Chief Market Strategist Lazard Asset Management Biography > Daniel Weiss Co-Founder and Managing Partner Angeleno Group Biography > Barry Eichengreen Professor of Economics and Political Science University of California, Berkeley Biography > × Abigail Glerum Principal, GoldenTree Asset Management Abigail Glerum is a Managing Director and product specialist at GoldenTree Asset Management. Ms. Glerum is focused on certain of GoldenTree’s strategies including the Multi-Sector Fund, Value Fund, Credit Opportunities Fund, and Structured Products offerings. Prior to joining GoldenTree, Ms. Glerum was an Associate Director at UBS Wealth Management Americas, where she was responsible for asset allocation and portfolio construction for investors with greater than $25 million of investable assets. Ms. Glerum graduated from Hamilton College with a BA in Economics and is a CFA charterholder. × Ron Temple Chief Market Strategist, Lazard Asset Management Ronald Temple is the Chief Market Strategist for Lazard’s Financial Advisory and Asset Management businesses. In this role, Ron provides macroeconomic and market perspectives to Lazard’s investment teams on a firmwide basis and works closely with Lazard’s Geopolitical Advisory group to assess economic and market implications of key geopolitical issues globally. Ron also advises clients of Lazard’s Asset Management businesses regarding macroeconomic and market considerations that are important to achieving their objectives. Previously, Ron was the Head of US Equity and Co-Head of Muti-Asset Investing for Lazard Asset Management. In this role, Ron was responsible for overseeing the firm's US equity strategies, Multi Asset investing, as well as several global equity strategies. He was also a Portfolio Manager/Analyst on various US and global equity teams. Ron's unique perspectives in part arise from his broad range of previous experiences in financial services. Prior to joining Lazard in 2001, Ron was a Director and Buy-Side Equity Analyst at Deutsche Bank AG. In a previous role at Deutsche Bank, he oversaw the implementation of merger related synergies on behalf of Deutsche Bank's CEO of the Americas after Deutsche acquired Bankers Trust. During the Asian debt crisis, Ron served as business manager for Deutsche Bank's CEO and Deputy CEO of Asia/Pacific in Singapore, a position in which he supervised the Investment Banking Division and executed on strategic business changes for the Group. He also held a previous role in a global business manager function for Deutsche Bank's foreign exchange business. Ron has had extensive experience developing and enhancing risk management processes at Deutsche Bank, Bank of America NT&SA, and Fleet Financial. Ron began his career trading cash and derivatives in the interest rate and foreign exchange markets at Fleet Financial Group. Ron earned his Master in Public Policy from Harvard University and his Bachelor of Arts in Economics and Public Policy Studies magna cum laude from Duke University. He is a member of the Council on Foreign Relations, the Economic Club of New York, the CFA Society New York, is the chair of Duke University’s Graduate School Board of Visitors. He also served as a trustee of the Link Community School in Newark, New Jersey, from 2006-2014, as a member of the Trinity Board of Visitors at Duke University from 2006-2012 and a member of the Financial Accounting Standards Advisory Council from 2013 to 2015. × Daniel Weiss Co-Founder and Managing Partner, Angeleno Group Mr. Weiss is co-founder and a Managing Partner of Angeleno Group. In addition to his firm management responsibilities, Mr. Weiss leads investments and serves on boards of multiple AG portfolio companies. Prior to the formation of AG in 2001, Mr. Weiss was an attorney at O’Melveny & Myers in Los Angeles working in the firm’s mergers and acquisitions, international and high technology practice groups. He represented multiple Global 1000 clients, including utilities and energy-related companies, in a wide array of private equity and corporate finance transactions. Currently, Mr. Weiss serves on boards or public commissions for a number of non-profit and government organizations including the California Community Foundation, World Resources Institute, the UCLA Institute of the Environment and Sustainability (where he serves as co-Chair) and the Federal Reserve Bank’s 12th District Economic Advisory Council. In addition, Mr. Weiss has taught, lectured and published articles on the topics of law, business and public policy. Mr. Weiss holds a JD from Stanford Law School, an MA from Stanford University and a BA with High Honors from UC Berkeley. × Barry Eichengreen Professor of Economics and Political Science, University of California, Berkeley Barry Eichengreen is George C. Pardee and Helen N. Pardee Chair and Distinguished Professor of Economics and Professor of Political Science at the University of California, Berkeley. He is a Research Associate of the National Bureau of Economic Research and Research Fellow of the Centre for Economic Policy Research. In 1997-98 he was Senior Policy Advisor at the International Monetary Fund.

Professor Eichengreen is a fellow of the American Academy of Arts and Sciences (class of 1997). He is a distinguished fellow of the American Economic Association (class of 2022), a corresponding fellow of the British Academy (class of 2022), and a Life Fellow of the Cliometric Society (class of 2013). He has held Guggenheim and Fulbright Fellowships and been a fellow of the Center for Advanced Study in the Behavioral Sciences (Palo Alto) and the Institute for Advanced Study (Berlin). For 15 years from 2004 he served as convener of the Bellagio Group of academics and officials. He is a regular monthly columnist for Project Syndicate.

His most recent book is In Defense of Public Debt with Asmaa El-Ganainy, Rui Esteves and Kris Mitchener (Oxford University Press 2021) Breakout Sessions --> NAVIGATING CHALLENGES FACED BY NONPROFIT STAFF AND TRUSTEES Today’s complex investment environment presents a significant challenge to investment committees charged with the effective stewardship of financial assets. This interactive session led by Canterbury will explore both the challenges and opportunities institutions face as they balance investment considerations, fundraising objectives, and governance models while maintaining alignment wi Canterbury Consulting Awarded Pensions and Investments Best Places to Work for Third Consecutive Year | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations News & Events     Back to News & Events In The Media Canterbury Consulting Awarded Pensions and Investments Best Places to Work for Third Consecutive Year DECEMBER 2022 --> Recognition DECEMBER 2022 Pensions & Investments Canterbury Consulting was nationally recognized as one of the Best Places to Work in Money Management in 2022 by Pensions & Investments. The award marks the third consecutive year this program has recognized Canterbury for its employee engagement and workplace culture. “As we transitioned back to an in-person hybrid work environment this year, we built upon the cultural foundation established over decades to carry out our vision, goals, and values to continue to serve our clients as a cohesive unit. There is connectivity beyond merely compounding investment dollars that makes the work highly meaningful to all our employees.” -Debashis Chowdhury, CFA, President Pensions & Investments Best Places to Work in Money Management is a research-driven survey and recognition program from Best Companies Group that examines qualified companies on their practices, programs, benefits, and employee sentiment. The program’s survey consisted of two parts. In part one, the employer completed a questionnaire about the firm’s policies, practices, benefits, and demographics. Best Companies then confirmed U.S. employment numbers for each firm. The engagement and satisfaction survey consisted of 78 statements emailed to employees and asked to respond on a 1-to-5 scale of “Disagree Strongly” to “Agree Strongly.” Canterbury Consulting has also been named as one of the Best Places to Work by the Orange County Business Journal in 2022, 2021, 2020, and 2015. Read the special report on P&I (login required) Access PDF feature on Canterbury --> --> --> CATEGORIES Blog    White Papers    Asset Class Reports    Articles    Events    In The Media    Outsourced CIO    Annual Investment Forum    LATEST NEWS & EVENTS JD Montgomery featured on the Superclusters Podcast    Canterbury Announces Collaboration with TIFIN Give    Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year    2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade    Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments    × Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Research and Investment Professionals | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR TEAM --> Our Team INVESTMENT PROFESSIONALS EXECUTIVE TEAM BUSINESS DEVELOPMENT --> FINANCE & ADMINISTRATION As a member of Canterbury’s Research Group, Mr. Amador is responsible for sourcing, evaluating, and monitoring private capital managers. He serves on Canterbury’s Fixed Income and Private Equity Manager Research Committees. P… More > Anthony Amador, CFA Vice President, Investment Research Monica Bayya Operations Manager As a director and a shareholder of the firm, Mr. Blair oversees the firm’s technology strategy and is responsible for all functions related to research on investment managers, asset classes, and capital markets. Mr. Blair ove… More > Stuart Blair, CAIA Managing Director As the manager of family office programs, Mr. Bollenbach oversees education and training initiatives for family office clients including stewardship and philanthropy. Previously at Canterbury, Mr. Bollenbach was an investment… More > Chad Bollenbach Manager of Family Office Programs As an analytics associate, Mr. Brugman assists with the professional development and administration of the analytics team while continuing his work with institutions and taxable clients. In Mr. Brugman’s previous role as a se… More > Walter Brugman Analytics Associate Mr. Chowdhury is the president of and an investment consultant at Canterbury, serves on the Board of Directors, and is a shareholder of the firm. In his role as president, Mr. Chowdhury is responsible for firm strategy, consu… More > Debashis Chowdhury, CFA President Sandra Cline Performance Analyst Mr. Cluck is a co-founder of Canterbury Consulting, serves on the Board of Directors, and is a shareholder of the firm. Mr. Cluck is also a member of the Canterbury Outsourced CIO Committee and sits on the ESG, Global Equity,… More > D. Robinson Cluck Founding Director Carter Coates Senior Performance Analyst As chief financial operating officer, Mr. Cooper oversees Canterbury’s financial strategy and operational finance functions, with a focus on scalability, governance, and long-term firm performance. His responsibilities includ… More > Darren Cooper Chief Financial Operating Officer Mr. Cruz is a member of Canterbury’s Research Group, responsible for sourcing, due diligence, and evaluating private equity and private real estate managers. He also serves on Canterbury’s Global Equity and Private Equity Man… More > Christian Cruz Senior Associate, Investment Research Adrienne DeAngelis Director As a member of Canterbury’s Research Group, Mr. Escalante is responsible for sourcing, conducting due diligence, and monitoring public and private market investment managers. He serves as chair of Canterbury’s Fixed Income an… More > Christian Escalante Vice President, Investment Research As an investment analyst, Mr. Fields works with taxable clients, providing support to asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Mr. Fields completed Canterbury… More > Marco Fields Family Office Analyst As an investment analyst, Ms. Fine works with institutional and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Ms. Fine compl… More > Olivia Fine Investment Analyst More > Karla Flores Senior Performance Reporting Analyst As an investment analyst, Ms. George works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Ms. George co… More > Jacquelyn George Senior Investment Analyst Catharine Gross Senior Investment Services Coordinator Erin Gwinn Private Fund Manager As an investment analyst, Mr. Henry works with institutional and taxable clients, providing support for asset allocation, portfolio constriction, and performance reporting. Prior to joining Canterbury full time, Mr. Henry int… More > Ethan Henry Investment Analyst As an investment analyst, Mr. Hershkowitz works with institutions and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time, Mr. Hers… More > Sam Hershkowitz Senior Investment Analyst Jaycee Huynh Performance Manager As the manager of analytics and a shareholder, Mr. Jackson directs the analytics team and oversees the work done for both institutional and taxable clients. This work includes the development of investment policy statements;… More > Garrett Jackson Manager of Analytics As director of business development, Mr. Janowiak is responsible for driving revenue growth and expanding Canterbury Consulting’s client and investor relationships. His work focuses on identifying new business opportunities,… More > Dan Janowiak Director of Business Development Sabrina Javina Compliance Associate Samantha Kim Portfolio Administrator Mr. Laven is Chair of Canterbury’s Board of Directors, and is a shareholder of the firm. He is also an investment consultant working primarily with endowments, foundations, and family offices on asset management and governan… More > Michael Laven, CFA Chairman Sean Lee IT Administrator Mr. Levey is chief executive officer, a shareholder, and a member of Canterbury’s Board of Directors. As Chair of the Canterbury Outsourced CIO Committee, Mr. Levey oversees the firm’s Outsourced Chief Investment Officer plat… More > Jason Levey, CAIA Chief Executive Officer As an investment analyst, Ms. Litle works with institutional and taxable clients, providing support for asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full time Ms. Litle comp… More > Shea Litle Investment Analyst As an investment analyst, Mr. Liu works with taxable clients, providing support to asset allocation, portfolio construction, and performance reporting. Prior to joining Canterbury full-time, Mr. Liu was a wealth management in… More > Brian Liu Family Office Analyst As an investment consultant to institutions and families, Mr. LoPiccolo assists clients with investment strategy, asset allocation, and risk management. He is a shareholder of the firm and serves as vice chair of Canterbury's… More > Donny LoPiccolo, CFA Vice President Lorena Lowe Controller Victoria Loyko Administrative Assistant Emily McClaren Senior Portfolio Administrator Kyle McIntyre is a member of Canterbury’s Research Group, where he is responsible for sourcing, evaluating, and monitoring private capital managers, with a focus on micro venture capital. He serves on Canterbury’s Private Cap… More > Kyle McIntyre Senior Associate, Investment Research Brenden Meek is an investment consultant at Canterbury Consulting, where he advises families and family offices on asset allocation, portfolio construction, and the implementation of multi-asset investment strategies. He desi… More > Brenden Meek, CFA, CAIA Vice President Mr. Montgomery leads the Family Office division at Canterbury Consulting and is a seasoned advisor with nearly four decades of experience serving prominent families with a focus on strategy, organization and measurement. Base… More > JD Montgomery, CAIA Managing Director Jenifer Moore Senior Relationship Manager Sheena Endowment & Foundation Investment Advice | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management    |    Wealth Management Institutional Advisory Since 1988, Canterbury has partnered with clients on a non-discretionary basis to provide customized investment advice. We optimize investment plans for each client’s specific situation, to help them meet goals, focus on the core mission, and sustain programs and services for the long term. 1 UNDERSTAND With our holistic approach, we go further than other consultants. We believe that each client is unique, and is most likely to achieve investment objectives with a customized investment plan that takes into account factors beyond the investment itself. We immerse ourselves through a discovery process to understand each client’s specific challenges, successes, and future goals. This is a critical step toward the development of a successful partnership. We then collaborate with each client to create an investment policy statement that clearly defines the client’s investment objectives, and ensures they are aligned with the client’s mission. 2 DESIGN We partner with investment committees to build portfolios that factor in key roles and responsibilities, investment objectives, and the organization’s willingness to bear risk. Our investment process takes everything we've gleaned from the discovery process and marries it with the expertise of our investment professionals to deliver a range of solutions, customized for each client’s unique situation. We spend significant time getting the strategy right for each client, because we believe investment success is achieved by designing a custom program focused on specific objectives. Success will be determined by the right mix of assets, and the discipline to stick to a long-term plan. 3 IMPLEMENT In an advisory role, we offer specific investment recommendations for strategy and manager selection, and provide ongoing measurement. The client retains full control on allocation decisions and underlying managers, while Canterbury’s client service team provides administrative support for the implementation and ongoing maintenance of the portfolio. Recommend For: Religious & Cultural Organizations Colleges & Universities Independent Schools Healthcare Community Foundations EXPLORE TOPICS Role of Asset Classes Risk Management Approach Investment Policy Statement Collaborative Investment Process Strategic Shifts Manager Research and Selection Environmental, Social, and Governance Investing EXPLORE WHITE PAPERS Environmental, Social and Governance (ESG) Active vs. Passive Management Real Estate Invesment Trust (REIT) Master Limited Partnerships Impact Investing Direct Lending --> Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Our Story | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations Our Story   INDEPENDENT: THEN AND NOW 1988 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 sell 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 and completely independent. 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 December 31, 2025 we have grown from six employees to 67, and we advise on $66.9 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 allows us to maintain a business structure that is both independent and aligned with our culture as a firm. to 2025 WE PROTECT OUR INDEPENDENCE: WE PROTECT OUR CLIENTS   We continue to protect our independence and are vigilant about avoiding potential conflicts in a changing financial world. We protect our clients both by what we do—help them achieve their missions by helping them achieve the financial strength to do so—and by what we don’t do: WE DO NOT RECEIVE ANY FEES FROM MANAGERS WE DO NOT HAVE A PROPRIETARY TRADING PLATFORM WE DO NOT HAVE TIES TO ANY OTHER FINANCIAL INSTITUTIONS WE DO NOT USE MODEL PORTFOLIOS OUR TEAM Canterbury Consulting is a team of professionals who take pride in our independence, our work, and our commitment to fiduciary duty. We strive to deliver performance and service that exceeds both the needs and expectations of our clients. Every employee at Canterbury plays an important role, which enables us to serve as the investment office for our clients. MEET THE TEAM Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> News & Events | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations } NEWS & EVENTS   --> News 22 --> --> --> Articles Canterbury Announces Collaboration with TIFIN Give Dan Janowiak April 2026 Canterbury Consulting Canterbury Consulting is pleased to announce a new collaboration with TIFIN Give to enhance the firm’s philanthropic planning capabilities. READ MORE  > Articles Canterbury Consulting Ranks Among the 2024 Best Places to Work in Orange County Canterbury Consulting August 2024 Canterbury Consulting For the fifth consecutive year, Canterbury Consulting has been awarded as one of the 2024 Best Places to Work in Orange County . The Orange County Business Journal conducts an annual employee survey to acknowledge employers for their exemplary treatment, recruitment, and retention of employees. The honor is an indicatio… READ MORE  > Articles Fourth Year in a Row: Canterbury Consulting Named Best Places to Work in Orange County Press Release July 2023 Canterbury Consulting Canterbury Consulting is named one of the 2023 Best Places to Work in Orange County, marking the fourth consecutive year to receive the award. This county-wide survey and awards program identifies, recognizes, and honors the best places of employment in Orange County, California, benefiting the county's economy, wor… READ MORE  > Articles Third Year in a Row: Canterbury Consulting Named Best Places to Work in Orange County Press Release July 2022 Canterbury Consulting Canterbury Consulting was recently named as one of the 2022 Best Places to Work in Orange County for the 3rd consecutive year. The awards program was created in 2009 and is a project of the Orange County Business Journal in partnership with Workforce Research Group. READ MORE  > Articles Second Year Canterbury Consulting is Named One of Orange County Business Journal's "Best Places to Work" in Orange County Press Release July 2021 Canterbury Consulting Canterbury Consulting, an independent investment advisory firm overseeing approximately $27 billion for foundations, endowments and families, has been named as one of the 2021 best places to work in Orange County by the Orange County Business Journal. This is the second consecutive year and third time Canterbury Consul… READ MORE  > Articles Three Steps to Address Endowment Spending in the Time of the Great Pandemic Authored by Debashis Chowdhury, CFA July 2020 Nonprofit Information Much has been written of high market returns over the past few years, and the COVID-19 pandemic will certainly lead to higher volatility going forward. What hasn’t been written is that these data points have created a precarious situation for endowments and the organizations they support: Spend rates are up or at unsus… READ MORE  > Articles A Primer for Nonprofit Investment Committees: Active vs Passive Management Authored by Matthew Lui, CFA, CAIA April 2020 Nonprofit Information The active versus passive investment management discussion has intensified as of late due to active management’s recent inability to outpace their passive benchmarks. Some may have a knee-jerk inclination to fire an underperforming manager, but the data show that investors are better off staying the course. READ MORE  > Articles Ways to Implement ESG & Expand a Nonprofit’s Reach Authored by Stuart Blair, CAIA January 2020 Nonprofit Information Most nonprofits have probably considered environmental, social, and governance (ESG) investing, or soon will. Interest has escalated, and as a result, advice abounds. Reading it, only one thing seems clear: ESG investing is complex. It seems every answer leads to two questions, and it’s no surprise that many turn away… READ MORE  > Articles Canterbury Consulting and UC Irvine Teach OC Underserved Kids Financial Literacy Press Release August 2019 PR Log Canterbury Consulting, an independent investment advisory firm with more than $20 billion in assets under advisement, and the University of California, Irvine's Center for Investment and Wealth Management (CIWM), have partnered in the Pacific Life LIFEvest Financial Literacy Residential Program to help underserved Oran… READ MORE  > Articles Five Reasons for Nonprofits to Hire an Outsourced CIO Authored by Poorvi Parekh, CFA May 2019 Nonprofit Information The key role of a nonprofit organization’s trustees is to ensure that investment assets are protected and properly managed so that they can serve the organization’s mission. Regardless of the size of the investment assets, the investment committee seeks to balance the objectives of both long-term growth and ongoing fun… READ MORE  > Articles Today’s Nonprofit Investment Committees Face Existential Challenges — Five Basic, Simple Tips for Long Term Success Authored by Debashis Chowdhury, CFA November 2018 Nonprofit Information Legend has it that a college professor once awarded an “A” for the best existentialistic description of a simple chair. The “A” paper contained just two words, “what chair?” It’s been said “the existential attitude” is a sense of puzzlement, misperception, or anxiety in the face of an apparently empty or illogical worl… READ MORE  > Articles Canterbury Consulting Growth Leads to Relocation in Newport Beach Press Release May 2018 Canterbury Consulting NEWPORT BEACH, CALIF., May 21, 2018 – Canterbury Consulting, an independent investment advisory firm overseeing $18.6 billion for foundations, endowments, healthcare organizations, and families, is moving to a new office after 30 years of growth. Due to the success of its independent advisory service model, the firm is… READ MORE  > Articles Canterbury Consulting Hosts 2018 Annual Investment Forum Press Release January 2018 Yahoo Experts Discussed Macroeconomics, Global Equity and Credit Markets, the State of Philanthropy and the Future of Healthcare NEWPORT BEACH, Calif., Jan. 24, 2018 /PRNewswire/ -- Canterbury Consulting, an independent investment advisory firm overseeing $18 billion for foundations, endowments, and families, recently hoste… READ MORE  > Articles Canterbury Consulting Director Of Research Featured At Investment Seminars Press Release November 2017 Yahoo NEWPORT BEACH, CALIF., November 9, 2017 /PRNewswire/ -- Stuart Blair , director of research for Canterbury Consulting, an independent investment advisory firm overseeing $17.2 billion , will be a featured speaker and panel member for the Alternate Investment Summit in December and a moderator at the SuperReturn US West C… READ MORE  > Articles Canterbury Consulting Announces 2018 Investment Forum Speakers Press Release November 2017 Yahoo Finance NEWPORT BEACH, CALIF., November 3, 2017 /PRNewswire/ – Canterbury Consulting, an independent investment advisory firm overseeing more than $17.2 billion, has announced the speakers for its 2018 Investment Forum, an annual assembly of prominent thought leaders in investment management, healthcare, and philanthropy. Cant… READ MORE  > Articles Charities Stand to Benefit from Trillions in Mandated Retirement Distributions Authored by Jaylene Howard, CFA, CAIA May 2017 Philanthropy News Digest In January, Edward Shane, managing director at Bank of New York Mellon, told the Wall Street Journal that he estimates boomers have roughly $10 trillion stashed away in tax-deferred savings accounts. As the first generation with 401(k)s, boomers are in a unique position to call their own tune as they decide what to do… READ MORE  > Articles Investing for Endowments, Foundations & Families | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR CLIENTS Higher Education Canterbury understands the complex issues trustees face, and how those issues inform investment decisions. We help colleges and universities balance the drivers of long-term stability with the short-term realities of unstable funding that may hamper the ability to expand student services or recruit high-caliber staff. We help navigate operating budgets, plan for fluctuating donations, implement socially responsible investing, adhere to American Institute of Certified Public Accountants standards, and calibrate to changes in the Higher Education Price Index (HEPI). Published articles related to Higher Education SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Community Foundations Canterbury collaborates with community foundations to provide efficient investment options and transparency to their donor bases. Because many communities are populated with nonprofits that have small bases of capital, community foundations are critical for alleviating the operational burden of administering, investing, and distributing donor funds. We develop solutions that include custom investment options, social or program-related investments, and reporting solutions that help make donations and reporting more attractive to potential donors. Published articles related to Community Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Healthcare Canterbury partners with health-related nonprofits ranging from community hospitals to research institutions. Changing regulations, shifting demographics, and donor fatigue add to the challenges such organizations face. We help manage complex capital pools, bond issuance proceeds, and pension, foundation, long-term reserve, and excess operating funds. Canterbury understands that healthcare entities have multiple needs, both short- and long-term, and helps them address the many layered and competing priorities that affect their investment decisions. Published articles related to Healthcare SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Independent Schools Canterbury understands that nonprofit schools face challenges unique to their communities. Donors and trustees are often engaged for only short periods of time before their children move on; such turnover can weaken governance continuity. We partner with client staff to alleviate the investment burden of managing a sophisticated portfolio and to help schools navigate the fiscal effects of fundraising volatility, accreditation, and regulatory changes. Our goal is to provide the support and continuity that can help schools achieve and maintain financial strength. Published articles related to Independent Schools SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Individuals & Family Offices Canterbury understands that, much like our institutional clients, families and individuals often need outsourced reporting, administrative, and back-office functions. We tailor our services to extend and complement existing resources, if any, providing the same unbiased, customized investment research and advice that our institutional clients receive. We also assist with family governance structuring, financial stewardship training for future generations, and strategic giving plans that include measuring the client’s philanthropic impact. Published articles related to Individuals & Family Offices SERVICES Wealth Management Religious Organizations Canterbury partners with religious organizations ranging from schools to foundations that support a specific group or following. We help these clients integrate their missions and beliefs into their investment portfolios, whether by excluding certain investments or directing support or investment to specific countries or causes. Our team provides education and transparency to trustees and staff, so that they can communicate the value and performance of their customized investment programs to their constituents. Published articles related to Religious Organizations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Arts & Cultural Foundations Canterbury partners with arts and culture nonprofits that range from nationally recognized museums and theaters to regional and local creativity-supporting foundations. As cultural institutions are often more acutely affected by waning donor support during times of economic weakness, we work closely with both financial and development staff to support their operational needs as well as their fundraising. Published articles related to Arts & Cultural Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Insights | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations } CANTERBURY INSIGHTS   White Papers The Reign of the U.S. Dollar: exploring Its Past, Present, and Future The U.S. dollar reigns supreme in the global financial system. It's the currency in which central banks hold most of their reserves, it facilitates countless transactions across borders daily, and it's the standard by which the value of other currencies is often measured. This "dollar dominance" is the result of a long… READ MORE  > White Papers Investment Consulting Primer to Bitcoin Bitcoin (“BTC”) has recently captured significant interest from investors and capital allocators as it has matured from its humble beginnings post the Great Financial Crisis. In less than 16 years, bitcoin’s market capitalization has grown from zero to over $1 trillion. With the SEC’s approval of bitcoin ETFs in Januar… READ MORE  > White Papers Canada’s Equity Investment Landscape Canada’s diverse economy provides investment opportunities in both public and private equity. For an investor, diversification, low fees, and the use of skilled active managers can lead to improved and less volatile performance. READ MORE  > White Papers Buyout Fund Size vs. Performance One of the most consistent questions related to private equity buyout funds is about the impact of fund size on performance. Do smaller funds outperform due to lower acquisition multiples, the ability to capitalize on operational inefficiencies, and inexperienced management teams? Or do larger funds outperform, as targ… READ MORE  > White Papers International Small-Caps: A Big Opportunity in Small-Cap Stocks International small-cap stocks have historically provided strong risk-adjusted returns. Canterbury thinks that now may be an especially opportune time to allocate to these relatively high-quality companies using an active approach. We feel this is particularly true for investors who are underweight what we believe is a… READ MORE  > White Papers After-Tax Returns Taxable investors should consider the impact of excess return expectations, fees, and tax drag on their portfolios. A diversified mix between active, passive, and tax-managed equity strategies can lead to superior after-tax returns. This white paper summarizes Canterbury’s views on constructing equity portfolios while… READ MORE  > White Papers Active vs. Passive Management The active versus passive investment management discussion has intensified as of late due to active management’s recent inability to outpace their passive benchmarks. Some may have a knee-jerk inclination to fire an underperforming manager, but the data show that investors are better off staying the course. A 2012 stud… READ MORE  > White Papers Real Estate Investment Trusts This paper seeks to identify the correct fit for publicly traded REITs in a diversified investment portfolio. We explore the merits of REITs for the three categories that form broad portfolio diversification: growth, capital preservation, and inflation protection. A REIT is a security that invests in real estate throug… READ MORE  > White Papers Environmental, Social and Governance (ESG) Most foundations, endowments, or nonprofits have probably considered environmental, social, and governance (ESG) investing, or soon will. Interest has escalated, and as a result, advice abounds and it is clear: ESG investing is complex. It seems every answer leads to two questions, and it’s no surprise that many turn a… READ MORE  > White Papers Master Limited Partnerships What are Master Limited Partnerships ("MLPs")? An MLP is a publicly-traded partnership that receives preferential tax treatment if at least 90% of their gross income is considered to be "qualifying." Qualifying income is "income and gains derived from the exploration, development, mining or production, processing, refi… READ MORE  > White Papers The Case for Private Equity Private equity has come a long way from its earliest days as a cottage industry almost 50 years ago. Leveraged buyout and venture capital, once considered novel concepts pioneered by a select group of financial whizzes, have become widely adopted investment strategies across all stages, sectors, and geographies. As t… READ MORE  > LOAD MORE --> --> --> --> --> --> --> CATEGORIES Blog    White Papers    Asset Class Reports    Articles    Events    In The Media    Outsourced CIO    Annual Investment Forum    VIDEOS 2024 Investment Forum Speakers   Abigail Glerum Principal, Goldentree Asset Management "Exploring Opportunities in the High-Yield Credit Markets"   Ron Temple Chief Market Strategist, Lazard Asset Management "Geopolitical Risks: Impact on Global Financial Markets" LATEST NEWS & EVENTS JD Montgomery featured on the Superclusters Podcast    MAY 2026 Canterbury Announces Collaboration with TIFIN Give    APRIL 2026 Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year    JULY 2025 2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade    FEBRUARY 2025 Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments    DECEMBER 2024 Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Insights | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations } CANTERBURY INSIGHTS   Asset Class Reports Canterbury Review: First Quarter 2026 U.S. equity markets faced heightened volatility in the quarter as early strength gave way to a sharp risk-off move amid rising geopolitical tensions and energy-related inflation concerns. Losses were concentrated among growth-oriented equities. Large-cap equities, represented by the S&P 500, fell 4.3%, while the “Magni… READ MORE  > Articles The AI Inflection Point This report is intended to assess how artificial intelligence (“AI”)is reshaping the software investment landscape and its implications on private equity and venture capital portfolios with general exposure to software and technology. This commentary reflects Canterbury’ssynthesis of PitchBook research and perspectives… READ MORE  > Asset Class Reports Canterbury Review: Third Quarter 2025 U.S. equity markets reached record highs with continued investment in artificial intelligence and technology, despite stretched valuations and lingering uncertainty. Large-cap equities, represented by the S&P 500, rose 8.1%, driven once again by the “Magnificent 7,” which gained 17.0%. Mid-cap equities also performed f… READ MORE  > Asset Class Reports Canterbury Review: First Quarter 2025 In the first quarter of 2025, U.S. equity markets experienced broadly negative returns, mainly driven by economic uncertainty impacting investor sentiment. Large-cap equities, represented by the S&P 500, declined by -4.3% in the quarter, largely fueled by a sell-off in the "Magnificent 7" stocks which posted a loss of… READ MORE  > White Papers The Reign of the U.S. Dollar: exploring Its Past, Present, and Future The U.S. dollar reigns supreme in the global financial system. It's the currency in which central banks hold most of their reserves, it facilitates countless transactions across borders daily, and it's the standard by which the value of other currencies is often measured. This "dollar dominance" is the result of a long… READ MORE  > Asset Class Reports Canterbury Review: Fourth Quarter 2024 In the fourth quarter of 2024, U.S. equity performance remained positive and concentrated, particularly in large caps with the cap weighted indices outperforming their equal weighted counterparts. The performance was largely driven by two factors: the election’s positive impact on investor sentiment and the “Magnificen… READ MORE  > Asset Class Reports Canterbury Review: Third Quarter 2024 In the third quarter, U.S. equity performance was more broadly distributed than in previous quarters, with the equal-weighted S&P 500 (9.6%) and Russell 3000 indices (10.4%) outperforming their market-cap weighted counterparts (5.9% and 6.2%, respectively). The Federal Reserve’s decision to cut rates spurred a risk-on… READ MORE  > White Papers Investment Consulting Primer to Bitcoin Bitcoin (“BTC”) has recently captured significant interest from investors and capital allocators as it has matured from its humble beginnings post the Great Financial Crisis. In less than 16 years, bitcoin’s market capitalization has grown from zero to over $1 trillion. With the SEC’s approval of bitcoin ETFs in Januar… READ MORE  > Asset Class Reports Canterbury Review: Second Quarter 2024 In the second quarter of 2024, large cap U.S. equities continued their upward trajectory with performance being more concentrated than in the previous quarter, as measured by the divergence between the equal weighted and cap weighted indices. The gains were primarily led by the technology sector with the majority comin… READ MORE  > Outsourced CIO Canterbury Outsourced CIO: Second Quarter 2024 Review Some suggest that news about inflation and higher prices might be somewhat exaggerated. Certainly, minimum wages have increased considerably, but so has the cost of essentials such as food, rent, insurance, and many non-durable goods. Homeowners took advantage of long-term, low-financing options in the initial stages o… READ MORE  > Outsourced CIO Canterbury Outsourced CIO: First Quarter 2024 Review The price of risk assets continued to grind higher during the first quarter amidst positive economic data. Strong GDP growth and moderating inflation have created a "goldilocks" set of conditions that have boosted consumer confidence and spending on goods and services. Capital markets have continued their upward trend… READ MORE  > Asset Class Reports Canterbury Review: First Quarter 2024 In the first quarter, despite strong economic data and signals from the Federal Reserve that previously anticipated rate cuts would likely be postponed, U.S. equities continued to rally. Performance was wider in breadth than in previous quarters, with 2 of the “Magnificent 7” stocks suffering notably poor performance,… READ MORE  > Outsourced CIO Canterbury Outsourced CIO: Fourth Quarter 2023 Review The consistent decline in inflation reading and Jerome Powell's recent indication that the Federal Reserve may consider cutting rates in 2024 have led to an increased sentiment that the economic slowdown anticipated in the U.S. in 2024 may be a "soft landing" rather than a true economic recession. READ MORE  > Asset Class Reports Canterbury Review: Fourth Quarter 2023 In the fourth quarter, U.S. equities rallied on expectations that the Federal Reserve would begin cutting rates in early 2024 following weak economic data coming out of both the US and international markets. Rate-sensitive sectors like technology, consumer discretionary, and real estate did well, while energy dipped in… READ MORE  > Asset Class Reports Canterbury Review: Third Quarter 2023 In the third quarter, U.S. equities saw their first quarterly decline since the Q3 of 2022. The energy sector propped up market-wide performance, in large part due to elevated oil prices created by supply-constricting efforts from Saudi Arabia and Russia. Utilities, real estate, and consumer staples all posted material… READ MORE  > Outsourced CIO Canterbury Outsourced CIO: Third Quarter 2023 Review The steadfast stance taken by the U.S. Federal Reserve to fight the post-pandemic inflation surge continues to be a significant driver of market volatility. Eighteen months after the first federal funds increase in March 2022, the U.S. Treasury yield curve has shifted meaningfully along all maturities. The inverted yie… READ MORE  > Outsourced CIO Canterbury Outsourced CIO: Second Quarter 2023 Review “…there’s a “common factor” that has driven price increases higher. It’s the pandemic, and it’s everything about the pandemic: The closing of the economy, the reopening of the economy, the fiscal support, the monetary support. All the things that happened went into high inflation. And I think we’ve come to expect that… READ MORE  > Asset Class Reports Canterbury Review: Second Quarter 2023 In the second quarter, the U.S. equity market continued its strong performance with technology stocks leading the way once again. International developed equities and emerging markets (EM) equities also rose in the quarter despite rising interest rates and continued inflation concerns. Amid elevated inflation, the Fede… READ MORE  > Outsourced CIO Canterbury Outsourced CIO: First Quarter 2023 Review At Canterbury, clients often ask us to provide our outlook for the markets over upcoming quarters. We have learned over the years, that the future, in the short or long run, is Investing for Endowments, Foundations & Families | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR CLIENTS Higher Education Canterbury understands the complex issues trustees face, and how those issues inform investment decisions. We help colleges and universities balance the drivers of long-term stability with the short-term realities of unstable funding that may hamper the ability to expand student services or recruit high-caliber staff. We help navigate operating budgets, plan for fluctuating donations, implement socially responsible investing, adhere to American Institute of Certified Public Accountants standards, and calibrate to changes in the Higher Education Price Index (HEPI). Published articles related to Higher Education SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Community Foundations Canterbury collaborates with community foundations to provide efficient investment options and transparency to their donor bases. Because many communities are populated with nonprofits that have small bases of capital, community foundations are critical for alleviating the operational burden of administering, investing, and distributing donor funds. We develop solutions that include custom investment options, social or program-related investments, and reporting solutions that help make donations and reporting more attractive to potential donors. Published articles related to Community Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Healthcare Canterbury partners with health-related nonprofits ranging from community hospitals to research institutions. Changing regulations, shifting demographics, and donor fatigue add to the challenges such organizations face. We help manage complex capital pools, bond issuance proceeds, and pension, foundation, long-term reserve, and excess operating funds. Canterbury understands that healthcare entities have multiple needs, both short- and long-term, and helps them address the many layered and competing priorities that affect their investment decisions. Published articles related to Healthcare SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Independent Schools Canterbury understands that nonprofit schools face challenges unique to their communities. Donors and trustees are often engaged for only short periods of time before their children move on; such turnover can weaken governance continuity. We partner with client staff to alleviate the investment burden of managing a sophisticated portfolio and to help schools navigate the fiscal effects of fundraising volatility, accreditation, and regulatory changes. Our goal is to provide the support and continuity that can help schools achieve and maintain financial strength. Published articles related to Independent Schools SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Individuals & Family Offices Canterbury understands that, much like our institutional clients, families and individuals often need outsourced reporting, administrative, and back-office functions. We tailor our services to extend and complement existing resources, if any, providing the same unbiased, customized investment research and advice that our institutional clients receive. We also assist with family governance structuring, financial stewardship training for future generations, and strategic giving plans that include measuring the client’s philanthropic impact. Published articles related to Individuals & Family Offices SERVICES Wealth Management Religious Organizations Canterbury partners with religious organizations ranging from schools to foundations that support a specific group or following. We help these clients integrate their missions and beliefs into their investment portfolios, whether by excluding certain investments or directing support or investment to specific countries or causes. Our team provides education and transparency to trustees and staff, so that they can communicate the value and performance of their customized investment programs to their constituents. Published articles related to Religious Organizations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Arts & Cultural Foundations Canterbury partners with arts and culture nonprofits that range from nationally recognized museums and theaters to regional and local creativity-supporting foundations. As cultural institutions are often more acutely affected by waning donor support during times of economic weakness, we work closely with both financial and development staff to support their operational needs as well as their fundraising. Published articles related to Arts & Cultural Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> News & Events | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations } NEWS & EVENTS   --> News 56 --> --> --> Events 2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade Canterbury Consulting February 2025 Canterbury Consulting During this webinar, Diamond Hill Portfolio Manager Austin Hawley dissects the complex market landscape facing investors in 2025. Mr. Hawley explores market expectations, forecasts Federal Reserve actions, and analyzes trade and tariff implications. He also provides insights into how the Trump administration's policies… READ MORE  > Events Bitcoin Perspectives in the Countryside Event: Video Highlights Canterbury Consulting October 2024 Canterbury Consulting Watch exclusive videos from our Bitcoin Perspectives in the Countryside event at the picturesque West Glow Farm in Kingston Springs, Tennessee. This event brought together institutional and family investors for a unique opportunity to connect with peers and gain insights from leading experts in the Bitcoin ecosystem. READ MORE  > Events The Election Effect: Understanding How Political Shifts Impact Markets Canterbury Consulting October 2024 Canterbury Consulting During this webinar, Libby Cantrill, Head of U.S. Public Policy at PIMCO explores how the upcoming U.S. election could impact market dynamics. She reviews potential policy shifts, regulatory changes, and the critical connections between politics and finance, and offered insights into the range of possible outcomes for… READ MORE  > Events Navigating the New Terrain: Public and Private Growth Investing Amidst Global Shifts Webinar February 2024 Canterbury Consulting In this webinar, our guests Barron Martin, Managing Partner and Daniel Pilling, Senior Research Analyst at Sands Capital will dive into the recent shifts in public and private growth stocks, including the outlook given recent technological and political changes. This session will cover the interplay between private and… READ MORE  > Events Understanding the Tides: The State of Private Equity from a Private Credit Lens Webinar August 2023 Canterbury Consulting In this webinar, Susan Kasser, Head of Neuberger Berman Private Debt, will provides a unique viewpoint on the current state of the private equity market, drawing from her experience as a seasoned private credit professional. Ms. Kasser will illustrate how the financial relationship between private equity sponsors and p… READ MORE  > Events China's Rising Power: What It Means For Investors, Capitalism, and Democracy Webinar June 2023 Canterbury Consulting Professor Robert Koepp of Chapman University, Director of the Asia-Pacific Geoeconomics and Business Initiative, and Canterbury's Poorvi Parekh, CFA, Director of Outsourced Investments, discuss how China's rise as a modern world power has elicited a range of responses, from admiration to condemnation, excitement to fea… READ MORE  > Events Canterbury's Jacquelyn George Competed in the Global Final of The CFA Institute Research Challenge CFA Institute Challenge Global Final with Jacquelyn George May 2023 Canterbury Consulting Jacquelyn George, an Investment Analyst intern at Canterbury Consulting, competed with her team members from the Titan Capital Management program at California State University, Fullerton (CSUF), in the Global Final of The CFA Institute Research Challenge. READ MORE  > Events Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative May 2023 Canterbury Consulting Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative READ MORE  > Events The Intelligence Revolution Webinar: Exploring the Past, Present, and Future of AI Webinar April 2023 FUSE Ventures Canterbury Consulting's Stuart Blair, CAIA, Director of Research, Canterbury Consulting and Kellan Carter, General partner, FUSE Ventures to discuss insights into the advancements, ethics, and impact of Artificial Intelligence during a webinar on Thursday, April 27, 2023. READ MORE  > Events Canada West Institutional Forum Panel Discussion with Stuart Blair, CAIA November 2022 On Wednesday, November 30, 2022, Canterbury Consulting's Director of Research, Stuart Blair, CAIA participated on a panel at the Canada West Institutional Forum in Vancouver. Mr. Blair sat on the opening session discussing Asset Allocation and Macro Economic Outlook. The panel covered a range of topics inclusive of: th… READ MORE  > Events Geopolitics Webinar: Accessing the Outlook for Inflation, the Economy, Geopolitics, and Markets Webinar September 2022 Lazard Asset Management Canterbury Consulting's Debashis Chowdhury, CFA, President, Canterbury Consulting and Ron Temple, CFA, Managing Director, Lazard Asset Management to discuss the current economic conditions, implications of federal reserve policy, and the current geopolitical order during a webinar on Tuesday, September 13, 2022. READ MORE  > Events ESG Webinar: Implications of Incorporating Your Values Into Your Portfolio Webinar March 2022 Ethic Canterbury Consulting's Loren Asmus, CFA, CAIA, Vice President, Investment Research, and Jay Lipman, Co-Founder and President of Ethic, discussed ESG Investing during a webcast on Tuesday, March 15 , 2022. READ MORE  > Events Blockchain Technology: Understanding Digital Assets Webinar November 2021 Galaxy Digital Canterbury Consulting's Matt Lui, CFA, CAIA, Vice President, Investment Research, and Steve Kurz, Partner and Head of Asset Management at Galaxy Digital discussed blockchain technology during a webcast on Thursday, November 18, 2021. READ MORE  > Events Blockchain Technology: Understanding Digital Assets Manager Webinar November 2021 Galaxy Digital The applications of blockchain technology are becoming widely recognized as macro and technological forces are converging to pave the way for this new asset class. Beyond Bitcoin, blockchain has unlocked exciting new applications, including decentralized finance, Non-fungible tokens (NFTs), and a burgeoning creator eco… READ MORE  > Events Canterbury ESG Webinar: Current Environment and Outlook for Investors Webinar May 2021 Canterbury Consulting Canterbury Consulting's Debashis Chowdhury, CFA, President and Loren Asmus, CFA, CAIA, Vice President, Investment Research discussed the environmental, social, and governance (ESG) landscape during a webcast on Wednesday, May 26, 2021. READ MORE  > Events Canterbury Private Capital Webinar: SPACs, Venture, and Pacing Webinar April 2021 Canterbury Consulting Canterbury Consulting's Jason Levey, CAIA, Director and Erick Podwill, Vice President, Investment Research discussed the private capital landscape during a webcast on Wednesday, April 28, 2021. READ MORE  > Events Implications of COVID-19: Market Trends & Allocations in the Non-Profit World Webinar Panel Discussion with Bob Cluck November 2020 UCI School of Social Sciences Canterbury Consulting Chairman Bob Cluck joined fellow University of California, Irvine Foundation trustees and Steve Borowski, president of Aristotle Capital Management, and Kristen Monson to speak on the implications of COVID-19 on the markets, asset allocations, and the non-profit world on November 19, 2020. During… READ MORE  > Events Canterbury Consulting's 1st Annual Private Capital Partner Meeting Meeting October 2020 Canterbury Consulting During the meeting, we shared updates on our recent activity, reviewed the Private Capital Fund I portfolio, and discussed Canterbury Consulting Named One of Pensions & Investments Best Places to Work in Money Management 2020 | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations News & Events     Back to News & Events In The Media Canterbury Consulting Named One of Pensions & Investments Best Places to Work in Money Management 2020 DECEMBER 2020 --> Recognition DECEMBER 2020 Pensions & Investments A record 94 firms were recognized by Pensions & Investments (P&I) as part of its 2020 Best Places To Work in Money Management program, a survey and awards program dedicated to identifying and recognizing the best employers and providing organizations with valuable employee feedback. Canterbury Consulting was one of the 23 medium employer companies, with 50 to 99 employees, that made P&I's list this year. For its ninth annual program, P&I worked with Best Companies Group, Harrisburg, Pennsylvania, to develop its Best Places To Work in Money Management list. To participate this year, firms had to have at least 20 employees in the United States, have at least $100 million of discretionary assets under management or advisement, and be in business for at least one year. In part one of the process, the employer completed a questionnaire about the firm's benefits, demographics, and policies. In part two, employees were surveyed with 78 statements in which they responded on a 1-to-5 scale of "Disagree Strongly" to "Agree Strongly" alongside open-ended questions on their experience within their firms. Employee responses accounted for 75% of the total company score while employer responses accounted for 25%. Read the special report on P&I Access PDF feature on Canterbury --> --> --> CATEGORIES Blog    White Papers    Asset Class Reports    Articles    Events    In The Media    Outsourced CIO    Annual Investment Forum    LATEST NEWS & EVENTS JD Montgomery featured on the Superclusters Podcast    Canterbury Announces Collaboration with TIFIN Give    Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year    2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade    Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments    × Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Canterbury Consulting's Second Year Being Named One of the Best Places to Work in Money Management | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations News & Events     Back to News & Events In The Media Canterbury Consulting's Second Year Being Named One of the Best Places to Work in Money Management MARCH 2022 --> Recognition MARCH 2022 Pensions & Investments Canterbury Consulting was nationally recognized as one of the Best Places to Work in Money Management in 2021 by Pensions & Investments. The award marks the second year this program has recognized Canterbury for its employee engagement and workplace culture. “Our culture has grown stronger during the pandemic,” said President Debashis Chowdhury, CFA, Canterbury Consulting. “As we planned our new working environment, we deliberately sought to leverage our cultural foundation to ensure our vision, goals, and values continued to serve our clients as a cohesive unit. While daily in-person interactions may have waned, our team leaders have been extraordinarily creative in finding new ways to keep our culture intact.” In its 10th year, P&I’s Best Places to Work in Money Management is a research-driven program from Best Companies Group that examines qualified companies on their practices, programs, benefits, and employee sentiment. The program’s survey consisted of two parts. In part one, the employer completed a questionnaire about the firm’s policies, practices, benefits, and demographics. Best Companies then confirmed U.S. employment numbers for each firm. The engagement and satisfaction survey consisted of 78 statements emailed to employees and asked to respond on a 1-to-5 scale of “Disagree Strongly” to “Agree Strongly.” Two questions also were asked: What did the firm do to make it a place where people wanted to work, and what things could the company do to increase employee satisfaction and productivity. Read the special report on P&I (login required) Access PDF feature on Canterbury --> --> --> CATEGORIES Blog    White Papers    Asset Class Reports    Articles    Events    In The Media    Outsourced CIO    Annual Investment Forum    LATEST NEWS & EVENTS JD Montgomery featured on the Superclusters Podcast    Canterbury Announces Collaboration with TIFIN Give    Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year    2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade    Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments    × Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Canterbury Emphasizes Teamwork to Manage Stress | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations News & Events     Back to News & Events In The Media Canterbury Emphasizes Teamwork to Manage Stress OCTOBER 2020 --> Recognition OCTOBER 2020 Orange County Business Journal By Peter J. Brennan Canterbury Consulting provides financial advice on $23.6 billion worth of investments for family offices, college endowments, nonprofits, healthcare organizations and other clients. Like other wealth management firms in this hyper-competitive business on Wall Street, this advice is closely tracked by clients, especially in years where the markets have seen wild swings of fortune. Yet, the 62 employees at the Newport Beach-based company thrive in this stressful environment, as based on the firm’s No. 34 placement on the Business Journal’s Best Places to Work list, for midsize businesses. “We’ve always tried to create some creativity with our employees from the clerks to those who meet clients face to face,” President Debashis Chowdhury told the Business Journal. “There is a connectivity beyond dollars that makes the work more purposeful for our employees.” 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. To be considered for participation, employers had to fulfill the following eligibility requirements: Have at least 15 full- or part-time permanent employees working in Orange County; Have a physical operation in Orange County; Be a publicly or privately held organization; Be a for-profit, not-for-profit, or a government organization; Have been in business for at least one year, at the program registration deadline. Organizations from across the county entered the two-part process to determine the Best Places to Work in Orange County. The first part consisted of evaluating each employer's workplace policies, practices, and demographics. This part of the process was worth approximately 20% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 80% of the total evaluation. The combined scores determined the top organizations and the final ranking. Workforce Research Group managed the overall registration and survey process in Orange County and also analyzed the data and used their expertise to determine the final ranking. The ranking of the winning organizations were released via a special section of the Orange County Business Journal ’s October 26th issue. For more information on the survey process for the Best Places to Work in Orange County program, visit www.BestPlacestoWorkOrangeCounty.com. Read the full article on OCBJ Access the full PDF --> --> --> CATEGORIES Blog    White Papers    Asset Class Reports    Articles    Events    In The Media    Outsourced CIO    Annual Investment Forum    LATEST NEWS & EVENTS JD Montgomery featured on the Superclusters Podcast    Canterbury Announces Collaboration with TIFIN Give    Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year    2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade    Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments    × Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Investing for Endowments, Foundations & Families | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR CLIENTS Higher Education Canterbury understands the complex issues trustees face, and how those issues inform investment decisions. We help colleges and universities balance the drivers of long-term stability with the short-term realities of unstable funding that may hamper the ability to expand student services or recruit high-caliber staff. We help navigate operating budgets, plan for fluctuating donations, implement socially responsible investing, adhere to American Institute of Certified Public Accountants standards, and calibrate to changes in the Higher Education Price Index (HEPI). Published articles related to Higher Education SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Community Foundations Canterbury collaborates with community foundations to provide efficient investment options and transparency to their donor bases. Because many communities are populated with nonprofits that have small bases of capital, community foundations are critical for alleviating the operational burden of administering, investing, and distributing donor funds. We develop solutions that include custom investment options, social or program-related investments, and reporting solutions that help make donations and reporting more attractive to potential donors. Published articles related to Community Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Healthcare Canterbury partners with health-related nonprofits ranging from community hospitals to research institutions. Changing regulations, shifting demographics, and donor fatigue add to the challenges such organizations face. We help manage complex capital pools, bond issuance proceeds, and pension, foundation, long-term reserve, and excess operating funds. Canterbury understands that healthcare entities have multiple needs, both short- and long-term, and helps them address the many layered and competing priorities that affect their investment decisions. Published articles related to Healthcare SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Independent Schools Canterbury understands that nonprofit schools face challenges unique to their communities. Donors and trustees are often engaged for only short periods of time before their children move on; such turnover can weaken governance continuity. We partner with client staff to alleviate the investment burden of managing a sophisticated portfolio and to help schools navigate the fiscal effects of fundraising volatility, accreditation, and regulatory changes. Our goal is to provide the support and continuity that can help schools achieve and maintain financial strength. Published articles related to Independent Schools SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Individuals & Family Offices Canterbury understands that, much like our institutional clients, families and individuals often need outsourced reporting, administrative, and back-office functions. We tailor our services to extend and complement existing resources, if any, providing the same unbiased, customized investment research and advice that our institutional clients receive. We also assist with family governance structuring, financial stewardship training for future generations, and strategic giving plans that include measuring the client’s philanthropic impact. Published articles related to Individuals & Family Offices SERVICES Wealth Management Religious Organizations Canterbury partners with religious organizations ranging from schools to foundations that support a specific group or following. We help these clients integrate their missions and beliefs into their investment portfolios, whether by excluding certain investments or directing support or investment to specific countries or causes. Our team provides education and transparency to trustees and staff, so that they can communicate the value and performance of their customized investment programs to their constituents. Published articles related to Religious Organizations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Arts & Cultural Foundations Canterbury partners with arts and culture nonprofits that range from nationally recognized museums and theaters to regional and local creativity-supporting foundations. As cultural institutions are often more acutely affected by waning donor support during times of economic weakness, we work closely with both financial and development staff to support their operational needs as well as their fundraising. Published articles related to Arts & Cultural Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Partner With Us | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations PARTNER WITH US WE SUCCEED WHEN OUR CLIENTS SUCCEED We partner with endowments, foundations, healthcare organizations, and families to provide service that exceeds their expectations and helps them achieve their investment goals. If you are interested in partnering with us, we’d love to hear from you. NEW CLIENT INQUIRIES Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Investing for Endowments, Foundations & Families | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR CLIENTS Higher Education Canterbury understands the complex issues trustees face, and how those issues inform investment decisions. We help colleges and universities balance the drivers of long-term stability with the short-term realities of unstable funding that may hamper the ability to expand student services or recruit high-caliber staff. We help navigate operating budgets, plan for fluctuating donations, implement socially responsible investing, adhere to American Institute of Certified Public Accountants standards, and calibrate to changes in the Higher Education Price Index (HEPI). Published articles related to Higher Education SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Community Foundations Canterbury collaborates with community foundations to provide efficient investment options and transparency to their donor bases. Because many communities are populated with nonprofits that have small bases of capital, community foundations are critical for alleviating the operational burden of administering, investing, and distributing donor funds. We develop solutions that include custom investment options, social or program-related investments, and reporting solutions that help make donations and reporting more attractive to potential donors. Published articles related to Community Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Healthcare Canterbury partners with health-related nonprofits ranging from community hospitals to research institutions. Changing regulations, shifting demographics, and donor fatigue add to the challenges such organizations face. We help manage complex capital pools, bond issuance proceeds, and pension, foundation, long-term reserve, and excess operating funds. Canterbury understands that healthcare entities have multiple needs, both short- and long-term, and helps them address the many layered and competing priorities that affect their investment decisions. Published articles related to Healthcare SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Independent Schools Canterbury understands that nonprofit schools face challenges unique to their communities. Donors and trustees are often engaged for only short periods of time before their children move on; such turnover can weaken governance continuity. We partner with client staff to alleviate the investment burden of managing a sophisticated portfolio and to help schools navigate the fiscal effects of fundraising volatility, accreditation, and regulatory changes. Our goal is to provide the support and continuity that can help schools achieve and maintain financial strength. Published articles related to Independent Schools SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Individuals & Family Offices Canterbury understands that, much like our institutional clients, families and individuals often need outsourced reporting, administrative, and back-office functions. We tailor our services to extend and complement existing resources, if any, providing the same unbiased, customized investment research and advice that our institutional clients receive. We also assist with family governance structuring, financial stewardship training for future generations, and strategic giving plans that include measuring the client’s philanthropic impact. Published articles related to Individuals & Family Offices SERVICES Wealth Management Religious Organizations Canterbury partners with religious organizations ranging from schools to foundations that support a specific group or following. We help these clients integrate their missions and beliefs into their investment portfolios, whether by excluding certain investments or directing support or investment to specific countries or causes. Our team provides education and transparency to trustees and staff, so that they can communicate the value and performance of their customized investment programs to their constituents. Published articles related to Religious Organizations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Arts & Cultural Foundations Canterbury partners with arts and culture nonprofits that range from nationally recognized museums and theaters to regional and local creativity-supporting foundations. As cultural institutions are often more acutely affected by waning donor support during times of economic weakness, we work closely with both financial and development staff to support their operational needs as well as their fundraising. Published articles related to Arts & Cultural Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Privacy Policy | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations PRIVACY POLICY Effective Date: March 31, 2026 Canterbury Consulting Incorporated (“CCI”, “we”, or “us”) is committed to protecting your privacy and security. We want you to understand how we collect and use information from our websites, client portal, and other platforms (collectively the “Sites”) that link to this Privacy Policy or use our financial services (the “Services”). We respect your right to privacy when you use our Sites, our Services, communicate with us electronically, and otherwise provide us with your Personal Information. We have developed this Privacy Policy to inform you of how we handle the Personal Information you provide us. By using the Sites and/or our Services, you agree to the terms of this Privacy Policy linked at the bottom of any of the Sites. If you do not agree to the terms of this Privacy Policy, please do not use our Sites or Services and please do not submit any Personal Information to us through a mobile device or otherwise. Our careers webpage ( https://www.canterburyconsulting.com/careers ) uses a third-party service provider to enable applications on the website and to process job applications on our behalf. The Personal Information processed through the careers website is subject to this Privacy Policy. When you access our careers webpage or submit a job application through the Site, you may be directed to or interact with a platform operated by the third-party. We encourage you to review the third-party terms and privacy policy before submitting any information via our careers webpage, as your use of the third-party platform may be subject to the third-party’s own terms of use and privacy policy. By submitting Personal Information through our careers webpage, you acknowledge and agree that your information will be processed by the third-party in accordance with its applicable terms and policies, and that we are not liable for any loss or damage arising from the third-party’s handling of such Personal Information. Notice at Collection for California Consumers : If you are located in California, please review our Privacy Notice for California Residents appended as a supplement to this Policy. I. Information We Collect “Personal Information” refers to any information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual. Personal Information you submit through the Sites may include your name, email address, company affiliation, job title, postal address, phone number, username, password, employment-related details, information related to services we provide to you (e.g., financial information via our client portal) and any other Personal Information that you choose to disclose. In some cases, you may choose not to provide Personal Information, but this may prevent you from using certain features of our Sites. We may collect Personal Information about you that you provide to us through our Sites, such as when you: fill out our “Contact Us” form; register for and attend events such as webinars, conferences, and seminars; access our client portal; pay invoices; sign up for email newsletters; contact us with inquiries, including via email; engage with our Sites; seek customer support; or otherwise voluntarily provide information. We may also collect data regarding your use of our Sites, such as IP address, browser type, internet service provider, referring/exit pages, operating system, date/time stamps, and related data. Additionally, we may collect Personal Information automatically via tracking technologies on our Sites, including cookies, which are used to collect information about your interactions with our Sites. Descriptions of cookies are provided in the following section on online tracking technologies. We do not collect, use, or sell personal information for the purpose of training large language models. When you engage in our Services, we may also collect and use various types of information, including Non-Public Information as defined under the Gramm-Leach-Bliley Act, to administer our business and offer you the best possible customer service. This includes: Information we receive from you on applications, or on other forms, through telephone or in-person interviews, such as your name, address, phone number, Social Security number, your assets, income, and other household information; Information about your transactions and account experience with us or others, such as your account balance or transaction history; Other general information we obtain about you that is assembled for the purpose of opening an account or offering certain products or services that you may request. II. Online Tracking Technologies We use cookies and similar technologies such as tracking pixels and web beacons (collectively referred to as “cookies”) to collect user activity information, including your browsing activities and preferences. We may use the following types of cookies: Analytics Cookies . We use analytics tools to collect information about how visitors use our Sites. This includes information such as pages visited, time spent on pages, and general geographic location. This data helps us improve the performance and user experience of our Sites. Necessary Cookies : These cookies are necessary for the Sites to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in, or filling in forms. Our Sites’ cookie management tool is configured to honor opt-out preference signals sent by Global Privacy Control (“GPC”) within your browser. Please note that due to technical limitations, the GPC signal may only be recognized within your current browser. For more information on GPC please visit https://globalprivacycontrol.org . Though we adhere to standards set out in this privacy policy related to online tracking technologies, our Sites do not currently respond to ‘Do Not Track’ signals. III. Information Use We process Personal Information for a variety of purposes, including to: Maintain reasonable security measures. Conduct our employee recruiting processes. Communicate with customers and prospective customers. Solicit feedback from customers and prospective customers. Operate, manage, and run our business and maintain records. Provide, develop, improve, and maintain our products and services in accordance with professional standards. Collect and analyze information about characteristics and behavior of visitors to our Sites. Detect and prevent fraud and perform identity verification. Perform accounting, audit, and other internal functions, such as internal investigations. Comply with law, regulation, legal process, and internal policies. Exercise and defend legal claims. For any other purpose you may agree to at or before the time your Personal Information is collected. IV. Information Disclosure We may disclose Personal Information in the following ways: To service providers, contractors, processors, and other third parties who provide services on our behalf. To affiliates and subsidiaries within our corporate family to perform services in accordance with professional standards. In connection with the sale, assignment, or other transfer of the business of the Sites to which the information relates, in which case we will require any such buyer to agree to treat it in accordance with this Privacy Policy and use it only for the same purposes. Responding Investing for Endowments, Foundations & Families | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR CLIENTS Higher Education Canterbury understands the complex issues trustees face, and how those issues inform investment decisions. We help colleges and universities balance the drivers of long-term stability with the short-term realities of unstable funding that may hamper the ability to expand student services or recruit high-caliber staff. We help navigate operating budgets, plan for fluctuating donations, implement socially responsible investing, adhere to American Institute of Certified Public Accountants standards, and calibrate to changes in the Higher Education Price Index (HEPI). Published articles related to Higher Education SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Community Foundations Canterbury collaborates with community foundations to provide efficient investment options and transparency to their donor bases. Because many communities are populated with nonprofits that have small bases of capital, community foundations are critical for alleviating the operational burden of administering, investing, and distributing donor funds. We develop solutions that include custom investment options, social or program-related investments, and reporting solutions that help make donations and reporting more attractive to potential donors. Published articles related to Community Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Healthcare Canterbury partners with health-related nonprofits ranging from community hospitals to research institutions. Changing regulations, shifting demographics, and donor fatigue add to the challenges such organizations face. We help manage complex capital pools, bond issuance proceeds, and pension, foundation, long-term reserve, and excess operating funds. Canterbury understands that healthcare entities have multiple needs, both short- and long-term, and helps them address the many layered and competing priorities that affect their investment decisions. Published articles related to Healthcare SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Independent Schools Canterbury understands that nonprofit schools face challenges unique to their communities. Donors and trustees are often engaged for only short periods of time before their children move on; such turnover can weaken governance continuity. We partner with client staff to alleviate the investment burden of managing a sophisticated portfolio and to help schools navigate the fiscal effects of fundraising volatility, accreditation, and regulatory changes. Our goal is to provide the support and continuity that can help schools achieve and maintain financial strength. Published articles related to Independent Schools SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Individuals & Family Offices Canterbury understands that, much like our institutional clients, families and individuals often need outsourced reporting, administrative, and back-office functions. We tailor our services to extend and complement existing resources, if any, providing the same unbiased, customized investment research and advice that our institutional clients receive. We also assist with family governance structuring, financial stewardship training for future generations, and strategic giving plans that include measuring the client’s philanthropic impact. Published articles related to Individuals & Family Offices SERVICES Wealth Management Religious Organizations Canterbury partners with religious organizations ranging from schools to foundations that support a specific group or following. We help these clients integrate their missions and beliefs into their investment portfolios, whether by excluding certain investments or directing support or investment to specific countries or causes. Our team provides education and transparency to trustees and staff, so that they can communicate the value and performance of their customized investment programs to their constituents. Published articles related to Religious Organizations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Arts & Cultural Foundations Canterbury partners with arts and culture nonprofits that range from nationally recognized museums and theaters to regional and local creativity-supporting foundations. As cultural institutions are often more acutely affected by waning donor support during times of economic weakness, we work closely with both financial and development staff to support their operational needs as well as their fundraising. Published articles related to Arts & Cultural Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Second Year Canterbury Consulting is Named One of Orange County Business Journal's "Best Places to Work" in Orange County | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations News & Events     Back to News & Events Articles Second Year Canterbury Consulting is Named One of Orange County Business Journal's "Best Places to Work" in Orange County JULY 2021 --> Press Release JULY 2021 Canterbury Consulting NEWPORT BEACH, CALIF., July 15, 2021 – Canterbury Consulting, an independent investment advisory firm overseeing approximately $27 billion for foundations, endowments and families, has been named as one of the 2021 best places to work in Orange County by the Orange County Business Journal. This is the second consecutive year and third time Canterbury Consulting has received the award. “It is an honor to be acknowledged among the many fine organizations and institutions in Orange County as being a best place to work,” says Debashis Chowdhury, president of Canterbury Consulting. “Our corporate culture is something in which we take great pride and it is gratifying to be recognized for our efforts, especially during the pandemic when we relied heavily on our company culture to sustain our success.” 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. To be considered for participation, employers must have at least 15 employees working in Orange County and be a for-profit or not-for-profit business or government entity. Additionally, employers must be a publicly or privately held business with a facility in Orange county for a minimum of a year or longer. Organizations from across the county entered the two-part process to determine the Best Places to Work in Orange County. The first part consisted of evaluating each employer's workplace policies, practices, and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top organizations and the final ranking. Best Companies Group managed the overall registration and survey process in Orange County and also analyzed the data and used their expertise to determine the final ranking. Canterbury Consulting was also recognized the nationwide survey by Pensions and Investments magazine as one of the “2020 Best Places To Work in Money Management." The ranking of the winning organizations was released in the July 5, 2021 issue of the Orange County Business Journal. --> --> --> CATEGORIES Blog    White Papers    Asset Class Reports    Articles    Events    In The Media    Outsourced CIO    Annual Investment Forum    LATEST NEWS & EVENTS JD Montgomery featured on the Superclusters Podcast    Canterbury Announces Collaboration with TIFIN Give    Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year    2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade    Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments    × Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Careers | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations CAREERS OUR RESULTS COME FROM OUR PEOPLE Canterbury Consulting is deeply committed to cultivating a dynamic, collaborative environment.We are a group of like-minded professionals who are passionate about helping our clients work towards their missions - from endowments and foundations, to healthcare organizations and families. We truly believe each individual’s unique skills and experiences contribute to greater experiences for all. Through a culture of respect, accountability, and teamwork, our people are empowered to have a real impact on their clients and the community at large. JOIN OUR TEAM > ACCOLADES AND AWARDS We are delighted to announce that our unwavering focus on fostering a supportive and enriching workplace environment has been acknowledged through various awards and accolades, which are based on the positive feedback we have received from our valued employees. We humbly accept this recognition as a reflection of our ongoing commitment to prioritizing the well-being and professional development of our team members, and we remain dedicated to upholding our high standards of excellence in all that we do. Click here for more information on these surveys CULTURE AT CANTERBURY At Canterbury, we understand that our people are central to
 our identity as an organization. Our goal is to cultivate an
 environment where our team feels valued and fulfilled from a
 professional and personal perspective.
 
 Through our daily work, Canterbury is invested in creating
 open dialogue and genuine connections as we develop a
 culture that values each individual's contributions. We know
 that every employee materially influences client outcomes,
 and we welcome fresh perspectives and innovative ideas to
 improve our service.
 
 Beyond the office, our philanthropic efforts in our local
 community give our team the opportunity to connect in
 meaningful ways. INDEPENDENCE AT OUR CORE At Canterbury, we are proud of our independence. We are 100% employee-owned and operated, which means we are accountable only to our clients and to each other. We encourage an ownership mindset at every level. We respect and celebrate that every employee materially contributes to client outcomes. As an independent firm, we have the freedom to design our own vision, and chart our own destiny. We invite our employees to contribute to and help guide that vision. We offer ownership opportunities to those who show ongoing commitment and contribution to our organization, regardless of role or title. 74% Workforce Are Women And/Or Diverse 61% Of Our Investment Team are Women and/or Diverse 50% Of Shareholders are Women and/or Diverse 100% Employees recognize that we "do not differentiate based on backgrounds, beliefs, or identities"* *Based on orange county business journal “Best Places to Work in Orange County 2022” survey DIVERSITY AT CANTERBURY Diversity, equity and inclusion are at our core. We strive to cultivate a diverse workplace that mirrors the communities we live in and work for. The combination of each individual’s unique background and experiences contribute to a richer workplace, and better outcomes for our clients. EXPLORE OUR DEI > BENEFITS AT CANTERBURY We compensate our employees with perks and benefits centered around creating a better quality of life. In fact, 98% of our employees state that they are satisfied with our benefits package. GENEROUS MEDICAL BENEFITS We offer premium medical, dental, and vision plans to ensure our employees have access to the best care, allowing them to stay happy and healthy. HYBRID SCHEDULES We allow our employees to take advantage of flexible and hybrid work schedules, trusting them to balance their own productivity. 401K MATCH & PROFIT SHARING Planning for the future is invaluable. We ensure our employees are taken care of for the long-term while they care for our clients, through monetary perks like a 401K match and profit sharing. PARENTAL & FAMILY LEAVE Canterbury Consulting has long offered maternity and paternity leave, and specialized schedule accommodations for elderly family members. PROFESSIONAL DEVELOPMENT We offer mentorship, financial support, and paid study time for those furthering their skills and education. COMMUNITY IMPACT We give our employees the opportunity to volunteer with organizations and causes that they care about, including financial literacy programs. REAL WORLD INTERNSHIP EXPERIENCE For students seeking a hands-on experience, the Canterbury internship program provides deep immersion into the real work of financial professionals. Our paid internship program is designed to allow students to participate in day-to-day work activity, so they can feel the satisfaction of impacting actual client outcomes, while receiving college credit. Our challenging and educational program helps prepare our interns for successful career paths after college. As a result, almost a third of our interns receive an offer for full-time employment with Canterbury. JOIN THE TEAM We are always looking for dedicated individuals looking to make an impact. If you’re interested in joining our team please check out our careers page. VIEW OPEN POSITIONS > Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Third Year in a Row: Canterbury Consulting Named Best Places to Work in Orange County | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations News & Events     Back to News & Events Articles Third Year in a Row: Canterbury Consulting Named Best Places to Work in Orange County JULY 2022 --> Press Release JULY 2022 Canterbury Consulting Canterbury Consulting was recently named as one of the 2022 Best Places to Work in Orange County for the 3rd consecutive year. The survey and awards program, started in 2009, is conducted by the Orange County Business Journal in partnership with Workforce Research Group. “It is an honor to be acknowledged among the many fine organizations and institutions in Orange County as being a best place to work,” says Debashis Chowdhury, president of Canterbury Consulting. “Our corporate culture is something we take great pride in, and it is gratifying to be recognized for our efforts.” 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. To be considered for participation, employers had to fulfill the following eligibility requirements: Have at least 15 full- or part-time permanent employees working in Orange County; Have a physical operation in Orange County; Be a publicly or privately held organization; Be a for-profit, not-for-profit, or a government organization; Have been in business for at least one year, at the program registration deadline. Organizations from across the county entered the two-part process to determine the Best Places to Work in Orange County. The first part consisted of evaluating each employer's workplace policies, practices, and demographics. This part of the process was worth approximately 20% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 80% of the total evaluation. The combined scores determined the top organizations and the final ranking. Workforce Research Group managed the overall registration and survey process in Orange County and also analyzed the data and used their expertise to determine the final ranking. The ranking of the winning organizations were released via a special section of the Orange County Business Journal ’s July 4th issue. For more information on the survey process for the Best Places to Work in Orange County program, visit www.BestPlacestoWorkOrangeCounty.com. --> --> --> CATEGORIES Blog    White Papers    Asset Class Reports    Articles    Events    In The Media    Outsourced CIO    Annual Investment Forum    LATEST NEWS & EVENTS JD Montgomery featured on the Superclusters Podcast    Canterbury Announces Collaboration with TIFIN Give    Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year    2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade    Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments    × Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Investing for Endowments, Foundations & Families | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR CLIENTS Higher Education Canterbury understands the complex issues trustees face, and how those issues inform investment decisions. We help colleges and universities balance the drivers of long-term stability with the short-term realities of unstable funding that may hamper the ability to expand student services or recruit high-caliber staff. We help navigate operating budgets, plan for fluctuating donations, implement socially responsible investing, adhere to American Institute of Certified Public Accountants standards, and calibrate to changes in the Higher Education Price Index (HEPI). Published articles related to Higher Education SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Community Foundations Canterbury collaborates with community foundations to provide efficient investment options and transparency to their donor bases. Because many communities are populated with nonprofits that have small bases of capital, community foundations are critical for alleviating the operational burden of administering, investing, and distributing donor funds. We develop solutions that include custom investment options, social or program-related investments, and reporting solutions that help make donations and reporting more attractive to potential donors. Published articles related to Community Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Healthcare Canterbury partners with health-related nonprofits ranging from community hospitals to research institutions. Changing regulations, shifting demographics, and donor fatigue add to the challenges such organizations face. We help manage complex capital pools, bond issuance proceeds, and pension, foundation, long-term reserve, and excess operating funds. Canterbury understands that healthcare entities have multiple needs, both short- and long-term, and helps them address the many layered and competing priorities that affect their investment decisions. Published articles related to Healthcare SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Independent Schools Canterbury understands that nonprofit schools face challenges unique to their communities. Donors and trustees are often engaged for only short periods of time before their children move on; such turnover can weaken governance continuity. We partner with client staff to alleviate the investment burden of managing a sophisticated portfolio and to help schools navigate the fiscal effects of fundraising volatility, accreditation, and regulatory changes. Our goal is to provide the support and continuity that can help schools achieve and maintain financial strength. Published articles related to Independent Schools SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Individuals & Family Offices Canterbury understands that, much like our institutional clients, families and individuals often need outsourced reporting, administrative, and back-office functions. We tailor our services to extend and complement existing resources, if any, providing the same unbiased, customized investment research and advice that our institutional clients receive. We also assist with family governance structuring, financial stewardship training for future generations, and strategic giving plans that include measuring the client’s philanthropic impact. Published articles related to Individuals & Family Offices SERVICES Wealth Management Religious Organizations Canterbury partners with religious organizations ranging from schools to foundations that support a specific group or following. We help these clients integrate their missions and beliefs into their investment portfolios, whether by excluding certain investments or directing support or investment to specific countries or causes. Our team provides education and transparency to trustees and staff, so that they can communicate the value and performance of their customized investment programs to their constituents. Published articles related to Religious Organizations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Arts & Cultural Foundations Canterbury partners with arts and culture nonprofits that range from nationally recognized museums and theaters to regional and local creativity-supporting foundations. As cultural institutions are often more acutely affected by waning donor support during times of economic weakness, we work closely with both financial and development staff to support their operational needs as well as their fundraising. Published articles related to Arts & Cultural Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Wealth Management Services | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management    |    Wealth Management Wealth Management Individual and family clients deserve the same fiduciary care and quality that institutional investors command. Our goals are to ensure that our private clients have a clear view of their financial lives, that their investments align with their beliefs, and that they are free to focus time and energies on their passions, families, and goals. 1 STRATEGY We partner with private clients to identify the needs and beliefs that guide investment decisions—and also spending, philanthropy, and estate planning. We develop and formalize goals based on each client’s specific objectives, including investment policies, risk and liquidity measures, and specific cash flow and growth objectives. 2 ORGANIZATION Each client is unique, and the administrative support we provide is customized to meet each client’s needs. Canterbury manages time-consuming paperwork and related work for our private clients, including portfolio implementation and rebalancing, manager-related documents, cash movements, capital calls, and document storage. We also partner with our clients to negotiate and maintain lines of credit and financings. 3 MEASUREMENT Because we believe that a complete financial picture encompasses more than simply performance numbers, we employ tools to measure the effectiveness of tax planning, estate planning, and stewardship training for multi-generational families. We also deliver regular monthly and quarterly reports to our private clients, measuring dollar returns and internal rate of returns against relevant benchmarks and targets. To ensure alignment to a client’s stated objectives, we measure and report liquidity and other risk measures. Recommend For: Individuals & Family Offices EXPLORE TOPICS Role of Asset Classes Risk Management Approach Investment Policy Statement --> Collaborative Investment Process Strategic Shifts Manager Research and Selection Environmental, Social, and Governance Investing EXPLORE WHITE PAPERS Active vs. Passive Management Real Estate Invesment Trust (REIT) Master Limited Partnerships After-Tax Returns Tax Alpha Impact Investing Direct Lending --> Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> DEI | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR DIVERSITY, EQUITY, AND INCLUSION FOSTERING A CULTURE OF INCLUSION For the leaders of Canterbury Consulting, diversity, equity, and inclusion has remained a deeply ingrained part of the organization since our founding, over 35 years ago. We embrace and encourage diversity in all its various forms. We welcome each individual at Canterbury to bring their life experiences, unique skills, and distinct differences to our firm's culture, and we celebrate each employee's contribution to our success. 73 % WORKFORCE ARE WOMEN AND/OR DIVERSE 43 % DEPARTMENT HEADS ARE WOMEN 57 % INVESTMENT TEAMS ARE WOMEN AND/OR DIVERSE 39 % SHAREHOLDERS ARE WOMEN AND/OR DIVERSE As of 12/31/2025 SUSTAINED COMMITMENT TO DIVERSITY The principles of diversity, equity, and inclusion are closely ingrained into Canterbury Consulting. Over the last 35 years, we have solidified an approach that allows us to foster diversity within our organization, while nurturing the next generation of talent. COMMUNITY AND INDUSTRY We intentionally cultivate an inclusive firm culture that attracts and retains diverse candidates. This has been consistently validated by third-party surveys, which show that 100% of our employees believe Canterbury “does not differentiate based on backgrounds, beliefs, or identities.”* *Orange County Business Journal, 2024 Best Places to Work Survey INTERNSHIP OPPORTUNITIES Our partnerships with several Southern California schools with diverse student populations have allowed us to immerse ourselves in the education process and support diverse students' career opportunities in the investment consulting industry. COMMUNITY INVOLVEMENT We actively participate in financial literacy training programs to teach underserved youth the fundamentals of savings and investing. We hope to provide the knowledge and skills to improve the next generation's personal financial health as well as spark an interest in an education plan that leads to investment consulting. NON-PROFIT SUPPORT Our leadership and employees actively engage with, support, and participate on boards of nonprofits that serve underrepresented communities. Collectively, Canterbury shareholders and employees are involved with many non-profit organizations that focus on DEI initiatives. EMPOWERING OUR TEAM We have worked hard to create the type of environment where everyone can be successful. EMPLOYEE OWNED We are 100% employee-owned. Any Canterbury employee may be eligible for the opportunity to become a shareholder. We strongly believe that this structure contributes to an openness to diverse thought, resulting in a better workplace, and materially better experiences for our clients. PROFESSIONAL DEVELOPMENT Retaining and developing talent that brings the diversity of thought and perspective to the table is vital. In addition to continuing education opportunities for all employees,we invest in professional development with financial support and paid study time for Professional Certification programs. PARENTAL & FAMILY LEAVE Canterbury Consulting has long offered family leave to our valued employees. This includes maternity and paternity leave, and specialized schedule accommodations to care for elderly family members. FLEXIBLE & HYBRID SCHEDULES We trust our employees to structure their schedules in a way that allows them to be most productive, while balancing personal passions and obligations. All employees are offered a flexible or hybrid work schedule, splitting time between their own homes and offices. INTERNSHIP OPPORTUNITIES We work closely with a variety of local colleges and universities to give students prestigious on-the-job experiences. Since 2019-2025, 67% of these interns were offered a full-time position, and 38% identified as part of a minority group.* As of 12/31/2025 COMMUNITY INVOLVEMENT We encourage our team to invest time with community organizations they care about, including financial literacy programs for underserved youth and organizations to empower women in the institutional investment community. “Diversity, equity, and inclusion is not an isolated initiative. It is an integral aspect of our day-to-day business. We foster an open environment where everyone feels valued and respected, allowing our team to share thoughts and ideas freely. Not only does this benefit our company culture, it has a direct and beneficial impact on our clients. As a result, we deliver well-aligned advice to our clients through the open exchange of diverse perspectives.” DEBASHIS CHOWDHURY, CFA President INVESTING IN AN INCLUSIVE INDUSTRY Canterbury Consulting supports diversity, equity, and inclusion initiatives in our industry and beyond by aligning with these organizations: Women in Institutional Investment Network (WIIIN) Canterbury Consulting sponsors the organization and members of Women in Institutional Investment Network (WIIIN) to facilitate a dialogue to advance and empower women in the institutional investment community through educational and philanthropic endeavors. Insitutional Investing Diversity Cooperative (IIDC) Canterbury Consulting is a founding member of the IIDC, formed to increase data and transparency around diversity in the asset management industry. Financial Literacy Program Canterbury Consulting employees share their professional expertise to provide high school students from underserved communities financial literacy education and vital life skills. United Nations Principles for Responsible Investment (UNPRI) Canterbury Consulting is a signatory to the United Nations Principles for Responsible Investment and actively incorporates ESG parameters into policies and practices across the firm. --> Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Blog | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations BLOG   Jan 2026 Bridging Mission and Capital: How Program Related Investments Empower Foundations By Poorvi Parekh, CFA Foundations exist to tackle challenges that markets and governments overlook, such as funding research, advocacy, and providing vital services for those who need it most. Traditionally, this meant giving grants to those providing the services and growing the endowment capital base through conventional investments. But… READ MORE  > Apr 2025 Will Tariffs Set Us Free? By Poorvi Parekh, CFA In his book, The World is Flat, Tom Friedman explores how the globalization of trade and the resulting flattening of the world. He felt that they contribute to the emergence of middle-class jobs in developing countries while simultaneously reinforcing the regional identities of developed nations. By applying the princ… READ MORE  > Mar 2025 The U.S.-Canada Tariff War: Uncertainty Reigns for Investors By Emmett Shiras, CFA, CAIA The U.S.-Canada tariff war kicked off in March of 2025, with the U.S. imposing 25% tariffs on most Canadian goods and 10% on energy products, prompting Canada to retaliate with 25% tariffs on $155 billion of U.S. goods. This tit-for-tat threatens Canada’s economy with a potential GDP drop of over 3 points and 510,000+… READ MORE  > Jan 2025 The Numerator Effect By Erick Podwill Private equity investors are familiar with the “denominator effect,” where fluctuations in broader portfolios influence private equity allocations. However, current market conditions, specifically declining distributions resulting in larger-than-expected unrealized portfolios, have created a related but different chall… READ MORE  > Dec 2024 The AI Revolution: Reshaping Markets and the Economy By Mason Sorenson In recent months, the conversation around artificial intelligence (AI) has reached a fever pitch, with its impact on financial markets and the broader economy continuing to materialize rapidly. As with all new technologies, and especially with those that stand to revolutionize productivity and innovation so drastically… READ MORE  > Oct 2024 China’s Market Surge: A Temporary Boost or Long-Term Trend? By Emmett Shiras, CFA, CAIA Challenges Faced by China’s Markets Since late 2020 and into early 2021, sentiment surrounding Chinese equities has remained subdued due to several factors: a sluggish post-pandemic economic recovery, heightened concerns over regulatory interventions, and a severely distressed property sector. As a significant driver… READ MORE  > Jun 2024 Navigating Tight Waters: The Fed & Treasury’s Liquidity Strategy in a Tightening Cycle By Loren Asmus While inflation has moderated, the Consumer Price Index (CPI) remains above the Federal Reserve’s (the Fed’s) 2% target. The Fed continues to signal a restrictive policy stance and has maintained the Fed Funds rate above 5% longer than the market initially anticipated. Meanwhile, the U.S. Treasury continues to issue ne… READ MORE  > Mar 2024 The Green Rush: The Rise of Money Market Funds By Emmett Shiras A notable shift occurred in 2022 as money market fund (MMF) yields went from near zero to over 5% following the Federal Reserve’s (Fed) plans to tighten monetary policy in response to inflationary pressures. This surge in yields has attracted significant inflows, propelling MMF assets to record levels exceeding $6 tril… READ MORE  > Feb 2024 Time Matters: Short vs. Long Duration Fixed Income Demystified By Loren Asmus Short-term fixed income and money market funds presently provide attractive absolute yields compared to rates over the last 15 years. Consequently, investors are opting to reduce their duration exposure and allocate to cash-equivalent or near-maturity fixed income securities. While intriguing in the short run, there ar… READ MORE  > Dec 2023 The Return of the Short Rebate By Mason Sorenson The long/short equity hedge fund landscape has undergone significant changes since the start of the rate hike cycle in March 2022. In the decade leading up to this cycle, the market was characterized by low volatility, minimal inflation, and reduced interest rates. These conditions presented numerous challenges for hed… READ MORE  > Oct 2023 The U.S. Dollar in Perspective By Christian Escalante The pandemic of 2020 forced the hand of policymakers to take unprecedented measures to keep the economy afloat. The record levels of economic stimulus brought about fears regarding the potential demise of the U.S. dollar's global dominance. Three years later, digital currency activists and market participants continue… READ MORE  > Aug 2023 Active ETFs Explosive Growth By Emmett Shiras, CFA, CAIA Exchange-traded funds, or ETFs, were first developed in the early 1990s as a way to provide access to passive, indexed funds to investors. As an alternative investment vehicle to mutual funds, the ETF has continued to grow in popularity. By the 2000s, the first actively-managed ETF was launched. Although still a small… READ MORE  > Jul 2023 U.S. Debt Ceiling Crisis Averted. What’s Next? By Loren Asmus, CFA, CAIA The Fiscal Responsibility Act of 2023 was signed into law on June 3, 2023, effectively resolving the U.S. debt ceiling crisis that had unsettled markets for several months prior. While a resolution to this issue is welcome, it raises important questions about potential consequences for the U.S. economy. In Part I of th… READ MORE  > Jun 2023 Death of the J-Curve By Erick Podwill The j-curve has been a familiar concept for private equity investors and textbooks for decades, as it has been understood that fund performance will be materially negative for several years before eventually turning positive. This blog post seeks to address whether the relevance of the j-curve is outdated in the contex… READ MORE  > Jan 2023 Canterbury Outsourced CIO: Fourth Quarter 2022 Commentary By Poorvi Parekh, CFA At Canterbury, clients often ask us to provide our outlook for the markets over upcoming quarters. We have learned over the years, that the future, in the short or long run, is rarely the present extrapolated. The last three years alone would have proved us wrong repeatedly. In January 2020, there was great optimism f… READ MORE  > Oct 2022 Analysis of the GP-led Secondaries Market By Erick Podwill General Partner (“GP”)-led secondaries in private markets have exploded in popularity over the past few years on the basis of both deal count and aggregate deal volume. This blog post discusses the increase in volume, how continuation funds are typically structured, and commentary on the positive and negative attribute… READ MORE  > Oct 2022 The Private Credit Opportunity Part III By Loren Asmus, CFA, CAIA Since the Great Financial Crisis (GFC), the private credit market has grown from approximately $300 billion to over $1.2 trillion in size. In Part III of this blog series, we discuss different private credit sub-asset classes and review their merits and risks. We also examine how private credit fits within a well-diver… READ MORE  > Oct 2022 Canterbury Outsourced CIO: Third Quarter 2022 Commentary By Poorvi Parekh, CFA For the third consecutive quarter, both stocks and bonds declined in tandem. The S&P 500 fell 5.3%, the 10-Year Treasury rose 85 basis points, and 2-Year Treasury yields rose 130 bp, resulting in the most in Investing for Endowments, Foundations & Families | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations OUR CLIENTS Higher Education Canterbury understands the complex issues trustees face, and how those issues inform investment decisions. We help colleges and universities balance the drivers of long-term stability with the short-term realities of unstable funding that may hamper the ability to expand student services or recruit high-caliber staff. We help navigate operating budgets, plan for fluctuating donations, implement socially responsible investing, adhere to American Institute of Certified Public Accountants standards, and calibrate to changes in the Higher Education Price Index (HEPI). Published articles related to Higher Education SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Community Foundations Canterbury collaborates with community foundations to provide efficient investment options and transparency to their donor bases. Because many communities are populated with nonprofits that have small bases of capital, community foundations are critical for alleviating the operational burden of administering, investing, and distributing donor funds. We develop solutions that include custom investment options, social or program-related investments, and reporting solutions that help make donations and reporting more attractive to potential donors. Published articles related to Community Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Healthcare Canterbury partners with health-related nonprofits ranging from community hospitals to research institutions. Changing regulations, shifting demographics, and donor fatigue add to the challenges such organizations face. We help manage complex capital pools, bond issuance proceeds, and pension, foundation, long-term reserve, and excess operating funds. Canterbury understands that healthcare entities have multiple needs, both short- and long-term, and helps them address the many layered and competing priorities that affect their investment decisions. Published articles related to Healthcare SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Independent Schools Canterbury understands that nonprofit schools face challenges unique to their communities. Donors and trustees are often engaged for only short periods of time before their children move on; such turnover can weaken governance continuity. We partner with client staff to alleviate the investment burden of managing a sophisticated portfolio and to help schools navigate the fiscal effects of fundraising volatility, accreditation, and regulatory changes. Our goal is to provide the support and continuity that can help schools achieve and maintain financial strength. Published articles related to Independent Schools SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Individuals & Family Offices Canterbury understands that, much like our institutional clients, families and individuals often need outsourced reporting, administrative, and back-office functions. We tailor our services to extend and complement existing resources, if any, providing the same unbiased, customized investment research and advice that our institutional clients receive. We also assist with family governance structuring, financial stewardship training for future generations, and strategic giving plans that include measuring the client’s philanthropic impact. Published articles related to Individuals & Family Offices SERVICES Wealth Management Religious Organizations Canterbury partners with religious organizations ranging from schools to foundations that support a specific group or following. We help these clients integrate their missions and beliefs into their investment portfolios, whether by excluding certain investments or directing support or investment to specific countries or causes. Our team provides education and transparency to trustees and staff, so that they can communicate the value and performance of their customized investment programs to their constituents. Published articles related to Religious Organizations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Arts & Cultural Foundations Canterbury partners with arts and culture nonprofits that range from nationally recognized museums and theaters to regional and local creativity-supporting foundations. As cultural institutions are often more acutely affected by waning donor support during times of economic weakness, we work closely with both financial and development staff to support their operational needs as well as their fundraising. Published articles related to Arts & Cultural Foundations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Location | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations Locations Our Locations We serve our clients from four offices, our headquarters in Newport Beach, California, and three service offices in Seattle, Washington, and Tempe, Arizona. LOCATIONS CALIFORNIA 610 Newport Drive, Suite 500 Newport Beach, CA 92660 PHONE 949 - 721 - 9580 WASHINGTON 1200 Fifth Avenue, Suite 1725 Seattle, WA 98101 PHONE 206 - 839 - 9830 ARIZONA 222 South Mill Avenue Tempe, AZ 85281 PHONE 949 - 721 - 9580 Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> News & Events | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations } NEWS & EVENTS   --> News --> --> --> In The Media JD Montgomery featured on the Superclusters Podcast In the Media May 2026 Canterbury Consulting We’re excited to share that Canterbury Managing Director JD Montgomery recently joined David Zhou on the Superclusters podcast. READ MORE  > Articles Canterbury Announces Collaboration with TIFIN Give Dan Janowiak April 2026 Canterbury Consulting Canterbury Consulting is pleased to announce a new collaboration with TIFIN Give to enhance the firm’s philanthropic planning capabilities. READ MORE  > In The Media Canterbury Consulting Honored as Orange County Business Journal's Best Places to Work for Sixth Consecutive Year Recognition July 2025 Orange County Business Journal Canterbury Consulting, an independent investment advisory firm, is proud to announce it has been recognized by the Orange County Business Journal as one of the "Best Places to Work" in Orange County for the sixth consecutive year. This esteemed award acknowledges companies that prioritize employee satisfaction and fost… READ MORE  > Events 2025 Market Outlook: Navigating High Valuations, Uncertain Rates, and Evolving Trade Canterbury Consulting February 2025 Canterbury Consulting During this webinar, Diamond Hill Portfolio Manager Austin Hawley dissects the complex market landscape facing investors in 2025. Mr. Hawley explores market expectations, forecasts Federal Reserve actions, and analyzes trade and tariff implications. He also provides insights into how the Trump administration's policies… READ MORE  > In The Media Canterbury Consulting Recognized as 2024 Best Places to Work in Money Management by Pensions and Investments Recognition December 2024 Pensions & Investments Canterbury Consulting was nationally recognized as one of the Best Places to Work in Money Management in 2024 by Pensions & Investments. The award marks the fifth consecutive year this program has recognized Canterbury for its employee engagement and workplace culture. READ MORE  > Events Bitcoin Perspectives in the Countryside Event: Video Highlights Canterbury Consulting October 2024 Canterbury Consulting Watch exclusive videos from our Bitcoin Perspectives in the Countryside event at the picturesque West Glow Farm in Kingston Springs, Tennessee. This event brought together institutional and family investors for a unique opportunity to connect with peers and gain insights from leading experts in the Bitcoin ecosystem. READ MORE  > In The Media Endowment-Tax Hikes Could Prompt Bigger Alts Allocations Quote by Debashis Chowdhury, CFA October 2024 FundFire U.S. lawmakers have introduced several bills aimed at increasing excise taxes on large university endowments, moves that may prompt endowments to devote a larger slice of their portfolios to illiquid investments to meet anticipated spending needs, industry players said. READ MORE  > Events The Election Effect: Understanding How Political Shifts Impact Markets Canterbury Consulting October 2024 Canterbury Consulting During this webinar, Libby Cantrill, Head of U.S. Public Policy at PIMCO explores how the upcoming U.S. election could impact market dynamics. She reviews potential policy shifts, regulatory changes, and the critical connections between politics and finance, and offered insights into the range of possible outcomes for… READ MORE  > Articles Canterbury Consulting Ranks Among the 2024 Best Places to Work in Orange County Canterbury Consulting August 2024 Canterbury Consulting For the fifth consecutive year, Canterbury Consulting has been awarded as one of the 2024 Best Places to Work in Orange County . The Orange County Business Journal conducts an annual employee survey to acknowledge employers for their exemplary treatment, recruitment, and retention of employees. The honor is an indicatio… READ MORE  > Annual Investment Forum Canterbury 2024 Annual Forum Features Macroeconomics, Credit Markets, Geopolitics, and Clean Energy Experts Canterbury Consulting August 2024 Canterbury Consulting Canterbury Consulting, an independent investment advisory firm overseeing approximately $38.2 billion in assets as of December 31, 2023, hosted its Annual Forum in Newport Beach, California, on March 19, 2024. Canterbury hosts this annual educational event for endowment, foundation, healthcare, and family office client… READ MORE  > Annual Investment Forum Canterbury Consulting 2024 Investment Forum: Video Highlights Canterbury Consulting March 2024 Canterbury Consulting Watch exclusive videos featuring featured speakers from Canterbury Consulting's 2024 Annual Forum as they discuss this year's key investment topics. READ MORE  > Events Navigating the New Terrain: Public and Private Growth Investing Amidst Global Shifts Webinar February 2024 Canterbury Consulting In this webinar, our guests Barron Martin, Managing Partner and Daniel Pilling, Senior Research Analyst at Sands Capital will dive into the recent shifts in public and private growth stocks, including the outlook given recent technological and political changes. This session will cover the interplay between private and… READ MORE  > Events Understanding the Tides: The State of Private Equity from a Private Credit Lens Webinar August 2023 Canterbury Consulting In this webinar, Susan Kasser, Head of Neuberger Berman Private Debt, will provides a unique viewpoint on the current state of the private equity market, drawing from her experience as a seasoned private credit professional. Ms. Kasser will illustrate how the financial relationship between private equity sponsors and p… READ MORE  > Articles Fourth Year in a Row: Canterbury Consulting Named Best Places to Work in Orange County Press Release July 2023 Canterbury Consulting Canterbury Consulting is named one of the 2023 Best Places to Work in Orange County, marking the fourth consecutive year to receive the award. This county-wide survey and awards program identifies, recognizes, and honors the best places of employment in Orange County, California, benefiting the county's economy, wor… READ MORE  > Events China's Rising Power: What It Means For Investors, Capitalism, and Democracy Webinar June 2023 Canterbury Consulting Professor Robert Koepp of Chapman University, Director of the Asia-Pacific Geoeconomics and Business Initiative, and Canterbury's Poorvi Parekh, CFA, Director of Outsourced Investments, discuss how China's rise as a modern world power has elicited a range of responses, from admiration to condemnation, excitement to fea… READ MORE  > Events Canterbury's Jacquelyn George Competed in the Global Final of The CFA Institute Research Challenge CFA Institute Challenge Global Final with Jacquelyn George May 2023 Canterbury Consulting Jacquelyn George, an Investment Analyst intern at Canterbury Consulting, competed with her team members from the Titan Capital Management program at California State University, Fullerton (CSUF), in the Global Final of The CFA Institute Research Challenge. READ MORE  > Events Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative May 2023 Canterbury Consulting Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative READ MORE  > Events The Intelligence Revolution Webinar: Exploring the Past, Present, and Future of AI Webinar April 2023 FUSE Ventures Canterbury Consulting's Stuart Blair, CAIA, Director of Outsourced CIO Services | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations SERVICES Institutional Advisory    |    Outsourced & Discretionary Management    |    Wealth Management Outsourced & Discretionary Management Canterbury partners with clients on a full discretionary basis, in which clients delegate more of the day-to-day management of investment portfolios to us. For our outsourced CIO (OCIO) service, we use the same tools we have always used with clients, creating custom portfolios with a collaborative investment process and client-focused manager solutions. We are simply doing so on a discretionary basis. 1 UNDERSTAND With our holistic approach, we go further than other consultants. We believe that each client is unique, and is most likely to achieve investment objectives with a customized investment plan that takes into account factors beyond the investment itself. We immerse ourselves in a thorough discovery process to understand each client’s specific challenges, successes, and future goals. This is a critical step toward developing a successful partnership. We then collaborate with each client to create an investment policy statement that clearly defines the client’s objectives, and ensures they are aligned with the client’s mission. We also clearly define our role as a co-fiduciary and the responsibilities of both the client and Canterbury. 2 DESIGN We partner with investment committees and trustees to define objectives, identify constraints, and build guidelines for each client’s customized portfolio. As a result, our discretionary clients play a crucial role in policy development; outsourcing does not remove our client’s control. Then, using the same tools and experience that we use with advisory clients to create custom portfolios, we tailor each outsourced portfolio to our client's unique objectives and risk tolerance. This is not a one-size-fits-all approach. Our investment process takes everything we've gleaned from the discovery process and marries it with the expertise of our investment professionals to deliver a solution designed solely with the individual client’s objectives in mind. 3 IMPLEMENT In a discretionary or OCIO partnership, the client delegates all day-to-day management and back-office implementation to Canterbury as co-fiduciary, freeing them of related paperwork. Our team works to address manager changes, allocation rebalances, or other issues, all within the parameters of the client’s policy statement. We communicate such changes and provide regular reports to each client, as required. Most clients choose our discretionary services to allow decision-makers and staff to focus on high-level policy decisions, and on achieving the organization’s mission. Recommend For: Religious & Cultural Organizations Colleges & Universities Independent Schools Healthcare Community Foundations EXPLORE TOPICS Role of Asset Classes Risk Management Approach Investment Policy Statement Collaborative Investment Process Strategic Shifts Manager Research and Selection Environmental, Social, and Governance Investing EXPLORE WHITE PAPERS Environmental, Social and Governance (ESG) Active vs. Passive Management Master Limited Partnerships Impact Investing --> EXPLORE OCIO COMMENTARY OCIO Quarterly Commentary Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Papers Asset Class Reports Annual Investment Forum Locations 610 Newport Center Drive, Suite 500 Newport Beach, CA 92660 949-721-9580 1200 Fifth Ave, Suite 1725 Seattle, WA 98101 206-839-9830 222 South Mill Ave, Suite 800 Tempe, AZ 85281 949-721-9580 Get Connected Contact Us Managers Careers Follow Us   Subscribe to Our Newsletter Copyright © 2025 Canterbury Consulting, Inc.   |   Privacy Policy   |   Client Relationship Summary (Form CRS) --> Subscribe to Canterbury's Newsletter Get news, insights, and updates about the industry and thought leaders straight to your inbox --> Investment Approach and Philosophy | Canterbury Consulting You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation --> U.S. | Canada U.S. | Canada About Our Story Our Team Our Forum Our DEI Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Clients Approach Insights Canterbury Insights News & Events Blog Videos Careers Contact New Clients Locations Our Approach Every aspect of our approach at Canterbury reflects our belief that what is best for our clients should always come first. Our investment philosophy is rooted in our conviction that a client is most likely to achieve investment objectives with a customized investment plan that accounts for each unique facet of the client’s situation. We are transparent about our firm’s views and actions; learn more about our approach to key investment topics here. Role of Asset Classes Investment success results from strategy that matches a client’s objectives, and discipline along the way. We believe that portfolio construction is never “one size fits all”; experience has shown that clients can achieve objectives in many ways, with differing asset allocations. LEARN MORE > Risk Management Approach There are many forms of risk within a portfolio, and each can affect a client in multiple ways. We monitor risks and help our clients make better, more informed decisions based on a broad understanding of the many different ways to measure and view risks and impacts. LEARN MORE > Investment Policy Statement As much as an investment policy is about the investment, it is also about governance and mission. A strong investment policy statement can provide continuity and stability to an organization by defining the roles and responsibilities of all parties involved. LEARN MORE > Collaborative Investment Process Our investment process is built around collaboration, both internally and externally, using an approach that incorporates our client’s objectives and constraints. Our consultants are a part of our investment committees and research teams, and we have built a process that marries our firm’s views with what is appropriate for each client. LEARN MORE > Strategic Shifts Our clients know that when we recommend a strategic portfolio shift, we do so with their best interests in mind. Excess portfolio activity is counterproductive, yet world markets offer changing opportunities. This is why we believe in a balance of opportunity with stability, and recommend well-thought strategic portfolio shifts. LEARN MORE > Manager Research and Selection Our specific client base allows us to focus only on the type of investment managers that are suitable for our clients, higher, quality managers within the broader universe. With $66.9 billion in assets, we also have access to both large, distinguished managers and niche, developing firms. LEARN MORE > ESG Investing We believe foundations, endowments, and families should have the choice to incorporate their missions, values, and morals within the construct of their investment portfolios. We have broad experience in helping clients establish and implement ESG and socially responsible investing (SRI) parameters to guide current and future decisions. LEARN MORE > Company Our Story Team Approach Clients News Articles In The Media Events Services Institutional Advisory Outsourced & Discretionary Management Wealth Management Insights White Pap