Unbiased investment advice and custom portfolios, institutional advisory and outsourced CIO services for endowments and foundations and wealth management for families
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Independent Investment Advisory Firm | Canterbury Consulting | mgr.canterburyconsulting.com Reviews
https://mgr.canterburyconsulting.com
Unbiased investment advice and custom portfolios, institutional advisory and outsourced CIO services for endowments and foundations and wealth management for families
mgr.canterburyconsulting.com
Insights
https://mgr.canterburyconsulting.com/insights
US News and World Report: Stuart Blair, CAIA featured in article, 7 Ways to Invest with a Theme in Mind. Avoid whats trending. Five years ago we had clients who wanted to invest in gold, because everyone was talking about it, says Stuart Blair director of research for Canterbury Consulting in Newport Beach, California. We counseled them not to make an unnatural tactical play because if you get caug. Canterburys Outlook: Second Quarter 2016. Manager Call: Brexit Implications on International Equities.
Team
https://mgr.canterburyconsulting.com/team
Experience. Knowledge. Results. Our clients benefit from an organizational structure designed for collaboration among all of our professionals. Associate, Investment Research. Stuart Blair, CAIA. Debashis Chowdhury, CFA. Associate, Alternative Investment Research. Michael Laven, CFA. Chief Executive Officer, Managing Director. Jason Levey, CAIA. Matthew Lui, CFA. Associate, Investment Research. JD Montgomery, CAIA. Director, Outsourced Investments. Senior Manager of Analytics. Senior Manager of Marketing.
Philosophy
https://mgr.canterburyconsulting.com/philosophy
27 years of investment success has taught us that customization drives results. We are different because we focus on you. We believe that every investor has the right to advice guided by their best interests, not the interests of their advisor. Our unbiased approach allows us to remain focused on achieving successful outcomes for our clients by following our investment building blocks. Disciplined Asset Allocation and Risk Management. Our investment professionals come together quarterly to debate and spe...
Services
https://mgr.canterburyconsulting.com/services
We are Your Investment Office. We give every client a customized experience designed to achieve their investment goals. As the investment office for foundations, endowments, healthcare organizations, religious organizations and corporate plans, we provide the following services:. Custom asset allocation, risk management, and portfolio construction. Investment Policy and Spending Policy Development. Comprehensive Performance Measurement and Reporting. You worked hard to earn your money, we work hard to pr...
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Independent Investment Advisory Firm | Canterbury Consulting
Outsourced and Discretionary Management. WE FOCUS ON YOUR INVESTMENTS. SO YOU CAN FOCUS ON YOUR MISSION. Since 1988, Canterbury has partnered with clients on a non-discretionary basis to provide unbiased, customized investment advice. We optimize investment plans for each client’s specific situation. Canterbury partners with clients on a full discretionary basis. We provide the same unbiased advice, research rigor, and customized portfolio construction we have always used with clients. Our investment pro...
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Varistors & Thermistors. Magnetic and Power Devices. Transistors & Integrated Circuits. Varistors & Thermistors. Magnetic and Power Devices. Transistors & Integrated Circuits. Off-the-shelf and Custom-made Solutions. Welcome to MGR Technologies. Welcome to MGR Technologies. From the design to technology. We strive to innovate and specialize in providing state-of-the-art, custom-made solutions. We are empowered by passion and enthusiasm. Let’s share some ideas & Thoughts. December 7, 2016. November 2, 2016.
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PHONE (03) 5443 8888. 1 Somerville Street, Bendigo, Victoria 3550. How To Change Accountants. Looking For A Career. Accounting Taxation and GST. Vehicle and Equipment Finance. Aged Care and Special Needs Facilities. Cafés and Coffee Shops. Negative Gearing and Property. Self Managed Super Funds. Starting or Buying a Business. 2017 Year End Tax Planning Guide. Either phone us on (03) 5443 8888 or complete the form below. Arrange my FREE meeting. We Respect Your Privacy. One hour introductory consultation ...
