Canterbury Consultants
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Canterbury Consulting, based in Beverly Hills, FL, has been providing customized investment advice since 1988, focusing on a non-discretionary basis for institutional advisory services, outsourced discretionary management, and wealth management. With a robust portfolio of $52.4 billion in assets and a dedicated team of 100 employee-owners, the firm prioritizes tailored investment strategies that consider each client's unique organizational ecosystem.
Employing a holistic approach, Canterbury Consulting engages clients through a three-step process: understanding their needs, designing bespoke solutions, and implementing investment strategies with ongoing support. Their clientele includes colleges, universities, healthcare organizations, community foundations, and individuals seeking fiduciary guidance typically reserved for institutional investors.
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