CB Investment Management

Investment Management
By shifting away from stable equilibrium models to cycle theory, I believe there is a consistent improvement in return-for-risk results.

Demonstrating that exceptionally good return-to-risk results can be achieved is a relentless focus, taking investment techniques far beyond static allocations to extensively tested Cycle Dynamic and Macro Economic Models.

This approach is CB Investment Managements Cycle Dynamics Investment Strategy.

Financial Planning
Empowering investors with a deeper understanding of the key factors determining their long term prosperity and how to prioritize between different needs, wants, and wishes over time is key to a good Financial Plan.

Your current well-being and your long-term enjoyment during retirement are dependent on your ability to make well-considered financial decisions during good markets and bad.

CB Investment Management will work with you to create a plan to help you identify all of your unique goals.

Market Insights
Extensive comment, insight, and updates are provided, daily and weekly. Clients choose their level of engagement and information. The weekly email to clients updates strategy, and highlights changes in portfolio allocation usually with an explanation and additional research. The weekly blog provides the latest key information on markets and the economy. There are also regular updates on LinkedIn, Twitter and Facebook.