CB Investment Management Summary of Services
Investment Management
Investment Management
• Trading: Held Away Accounts, 401k, 403b, etc. through Feex.
• Access to Best Broker choice to manage your account and finances
• Review of your current Portfolio
• Cycle and Allocation updates
• Options Trading
Education and Services
• Get your “Best Investor” rating by taking our quiz
• Investor development interactive sessions
• Weekly “Best investor” insights emails
• Access to techniques and software to improve investment performance
Financial Planning
• Investment Due Diligence, Objectives and Assessments for optimal performance
• Investment Research Guidance
• Risk Review
Schedule A FREE Consultation
Investment Management
Learn the path of the best investors, as laid out in Chris Belchamber’s “Invest Like the Best” guide to increasing returns through properly managing risk.
Education & Services
CB Investment Management offers a full set of financial services, including a reporting service, a portfolio advisement service, a portfolio strategy service, an allocation strategy service, and full discretionary asset management service.
Financial Planning
Our financial planning services work with a system that will help you define why you want to plan, how to accomplish your goals, and what solutions we can offer to aid you along the way.
Sign Up for Weekly Insights
Keep abreast of the latest changes in the markets and the economy as a whole by signing up for the Weekly Insights newsletter. Every week, Chris Belchamber tells you what’s on his mind when he’s thinking about his clients’ investments. Our blogs, emails, and postings on social media provide key insights as well as updates on strategies, backed with cutting edge research explained in terms investors can understand quickly