District Continues Investment Advisory Engagement

Marin Healthcare District continues to utilize Canterbury Consulting for investment advisory and performance reporting services for its corporate investment portfolio. The firm provides quarterly analyses of portfolio performance, asset allocation, and compliance with the District’s investment policy.

Document date · May 5, 2026

Track Marinhealth Medical Center contracts

Get alerts when new contracts are awarded or existing ones approach renewal at Marinhealth Medical Center.

Get started free

Create a free account · no credit card

Work in government? Get Civic IQ free

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Ongoing investment advisory relationship with quarterly performance reviews; specific renewal dates or option terms are not stated in the document.

Document type

AgendaPacket

Source document

Marin Healthcare District AgendaPacket Finance & Audit Committee 2026-05-05

Related contracts

Other contracts from Canterbury Consulting.

View all →

Community College District No. 508 Board Report Investment Management Services 2026-05-07

REJECTED

City Colleges Of Chicago-Richard J Daley College, IllinoisMay 7, 2026

california-state-university-san-marcos-meeting-minutes-2024-12-12_5fd.pdf

ONGOING

California State University-San Marcos, CaliforniaDec 12, 2024

santo-isd-board-of-trustees-meeting-minutes-february-15-2024_257.pdf

approved

Santo Isd, TexasNAFeb 15, 2024

california-state-university-san-marcos-meeting-minutes-2023-06-28_989.pdf

PENDING

California State University-San Marcos, CaliforniaJun 28, 2023

california-state-university-san-marcos-meeting-minutes-2022-12-13_022.pdf

approved

California State University-San Marcos, CaliforniaNADec 13, 2022

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Marinhealth Medical Center?

Canterbury Consulting was awarded this financial services contract by Marinhealth Medical Center, as recorded on May 5, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Marin Healthcare District AgendaPacket Finance & Audit Committee 2026-05-05 (AgendaPacket), dated May 5, 2026 from Marinhealth Medical Center. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Canterbury Consulting hold?

Canterbury Consulting may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Canterbury Consulting's profile

What is Marinhealth Medical Center currently buying?

Explore Marinhealth Medical Center's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Marinhealth Medical Center's profile