Canterbury Consulting provides investment consulting services to endowments, foundations, individuals, and family offices. Canterbury manages customized investment programs, providing investment strategies, asset allocation, manager selection, risk management, and implementation. Canterbury also provides investment advisory services to privately pooled investment vehicles through certain affiliates.
Fee Structure
Canterbury Consulting offers investment advice and management services, with fees based on a percentage of the value of your investments. The percentage charged varies depending on the service platform used: Advisory Services, Outsourced CIO Services, or Family Office Services. The more assets Canterbury manages for you, the lower the percentage you'll pay. There is also a minimum fee that applies, which is subject to negotiation.