Canterbury Consulting

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Canterbury Consulting, founded in 1988 and located in Newport Beach, Calif., is a consulting firm. It has office locations throughout the United States, including Seattle. The firm offers a full range of consulting services, including tax constraint analysis, single stock and concentration planning, estate structure analysis and philanthropic planning. It also offers portfolio assessment, asset allocation planning, investment implementation, performance measurement, and client meeting and education. It offers services to wide variety of industries, such as corporations, education centers, family offices, high net worth individuals, nonprofit organizations, public funds and religious institutions. Canterbury Consulting also handles various accounts, such as corporate accounts, benefit plans, endowments and operating funds.