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Canterbury Consulting

Canterbury Consulting

投资管理

Newport Beach,California 7,250 位关注者

We focus on your investments so you can focus on your mission.

关于我们

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.

网站
https://www.canterburyconsulting.com
所属行业
投资管理
规模
51-200 人
总部
Newport Beach,California
类型
私人持股
创立
1988

地点

  • 主要

    610 Newport Center Drive

    Suite 500

    US,California,Newport Beach,92660

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  • 1200 5th Avenue

    Suite 1725

    US,WA,Seattle,98101

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