Canterbury Consulting Incorporated

Canterbury Consulting Incorporated is an SEC registered investment adviser and independent consulting firm established in 1988. The firm primarily provides consulting services to endowments, foundations, individuals, and family offices. Canterbury offers customized investment programs for institutional and taxable investors, focusing on investment strategies, asset allocation, manager selection, risk management, and implementation. The firm also provides investment advisory services to private funds. The principal owner, D. Robinson Cluck, has over 40 years of investment consulting experience and leads the firm's Board of Directors. Canterbury's services include Institutional Advisory Services, Canterbury Outsourced CIO Services, Wealth Management and Family Office Services, and Private Funds. The firm's fee structure varies based on the service platform and the complexity of the mandate, ranging from 20 to 50 basis points on the value of investments. Canterbury may offer performance-based fees to select clients and has policies in place to ensure recommendations align with client objectives. The firm exercises investment discretion for certain client accounts and follows a Code of Ethics emphasizing fiduciary responsibility, integrity, and regulatory compliance. Canterbury does not receive soft dollar benefits, compensations for client referrals, or engage in directed brokerage practices. The firm reviews client accounts quarterly and maintains strict privacy policies to protect clients' nonpublic personal information.