Canterbury Consulting Incorporated is an independent investment consulting and wealth management firm that designs and manages customized investment portfolios for both institutional clients—such as endowments and foundations—and private clients, including families and family offices. The firm offers several service platforms depending on whether clients prefer to maintain decision-making control or delegate day-to-day management. For clients retaining control, Canterbury provides non-discretionary institutional consulting and wealth management services, helping with asset allocation, portfolio construction, and investment manager selection. For clients wishing to delegate authority, Canterbury offers discretionary outsourced chief investment officer services and the Canterbury Managed Program, which provides a diversified portfolio across traditional investments and alternatives tailored to specific cash flow and tax needs. Additionally, the firm manages proprietary private funds, including private equity and private credit fund-of-funds, as well as custom partnerships for eligible investors. Canterbury operates primarily on an asset-based fee schedule that varies based on the service platform, account size, and complexity of the mandate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee schedules consist of asset-based fees ranging from 0.20% to 0.05% for Institutional Advisory, 0.35% to 0.05% for Outsourced CIO, 0.50% to 0.10% for Wealth Management and Family Office Services, and 1.00% to 0.40% for the Canterbury Managed Program. Fees are subject to minimum fees and are negotiable based on scale and complexity.