Canterbury Consulting
Overview
Established in 1988, Canterbury Consulting is an independent investment advisory firm headquartered in Newport Beach, California. The firm specializes in providing customized investment advice to a diverse clientele, including endowments, foundations, family offices, and high-net-worth individuals. Their services encompass institutional advisory, outsourced discretionary management, and wealth management, all tailored to meet the unique needs of each client. Canterbury Consulting employs a holistic approach to investment management, emphasizing a deep understanding of each client's organizational ecosystem. This comprehensive strategy informs the design and implementation of investment plans that align with clients' specific missions and objectives. The firm's investment process is collaborative, involving a team of professionals to deliver solutions that are both rigorous and customized. With a focus on long-term success, Canterbury Consulting has built a reputation for its commitment to client satisfaction and investment excellence. The firm's dedication to understanding and addressing the unique challenges of each client has contributed to its enduring presence in the investment advisory sector. Their approach combines research rigor with personalized portfolio construction, ensuring that clients receive the highest level of fiduciary care and quality in their investment strategies.
Investment Focus
- Preference for clients with a long-term investment horizon
- Alignment with Canterbury Consulting's investment philosophy and strategies
Portfolio Companies
Reach Canterbury Consulting directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Canterbury Consulting
What sectors does Canterbury Consulting invest in?
Canterbury Consulting invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Charlotte, United States. Canterbury Consulting is listed as a institutional investor in the ConnectSafely investor database.
What stage does Canterbury Consulting invest at?
Canterbury Consulting backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Canterbury Consulting invest in?
Canterbury Consulting invests across United States.
What companies has Canterbury Consulting invested in?
Canterbury Consulting's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Canterbury Consulting?
Canterbury Consulting's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
