Exploratory Discussion & Introductory Process for Foundations & Endowments

Exploratory Discussion & Introductory Process for Foundations & Endowments

 
The Canterbury Introductory Process for Foundations and Endowments begins with an Exploratory Discussion. The Exploratory Discussion is designed to allow us to get to meet each other. You have an opportunity to ask questions, discuss our general philosophies and get to know us. In turn, we will get to know you, your mission, goals and what you are trying to achieve.
 
The Canterbury Exploratory Discussion is an open discussion and introduction. There is absolutely no cost or obligation.
 
Exploratory Discussion:
 
• General discussion with our Chief Investment Officer
• Explore your wants, needs, past experiences, beliefs, concerns and future goals
• Discuss Canterbury’s customized risk and portfolio management processes and fee structure
• Make decision about continuing to the next stage: The Introductory Process.
 
If you are the Director of a foundation or endowment, or a member of an Investment Committee, and would like to schedule an appointment for an Exploratory Discussion please call 317-732-2075 or complete the form.
 
If you would like to learn about Canterbury’s Introductory Process for foundations and endowments please go to Introductory Process.