CB Investment Management

WHY CHOOSE US?

 Standard financial services are often based on over-simplistic and flawed assumptions and an incoherent long-term framework. There is a better way.

We have the experience and deep due diligence required to deliver much higher standards with 40 years as an Investment Professional, a former Managing Director at JPMorgan, and author of two investment books.

We are committed to

Financial Clarity, Security, Control, and Long-Term Results for Clients and Readers through Informed Consent across Comprehensive Financial Services

Constantly Setting Higher Standards For Best Practice

WE BELIEVE

Financial Services need to demonstrate Best Practice

Only Best Practice can deliver your Best Interest

Education and a Commitment to Informed Consent is an Obligation

Objective Verification delivers the Highest Standard of Accountability and Transparency

Incorporate the Best Independent Financial Research and Information

Use the Best Financial Software and Processes for your Key Decisions

Our Core Services Include

Investment Management

The most successful investors of all time wholly reject standard investment practices, as recently described on video by Warren Buffet. CB investment management literally wrote the book on how to "Invest Like The Best." Remarkably, this can produce higher returns with lower risk once the dynamics of compounding variable returns is deeply understood. This completely redefines your investment objective, focus, and assessments.

Financial Planning

Many financial plans are modelled on the same concepts as the failing Defined Benefit Retirement Plans. Simplistic and volatile assumptions on asset values produce unreliable conclusions. By eliminating assumptions and focusing on factual data and after-tax lifelong spending, a far more accurate and reliable assessment can be reached. Our approach enables better informed choices for a secure financial tomorrow.

Investment Management

Retirement Planning

Retirement planning takes financial planning deeper into detail, as the complexity and variety of options becomes extensive. It requires additional attention and analysis. There are several main options to choose from, and understanding Social Security, Medicare and IRMAA are essential.
Make sure you start your retirement planning well before age 63. Your earnings at age 63 will already impact your age 65 retirement finances. Optimizing your retirement plan may take several years of restructuring even before age 63. 

Financial Planning

IRMAA Adjusted Retirement Plan

IRMAA significantly alters investors' whole retirement plan through costs and taxes on Social Security and Medicare. According to the Medicare Board, $355 billion in taxes will be raised through IRMAA in just the next five years. It can completely alter your optimal retirement plan. Very often IRMAA is disregarded in a retirement plan. Big Mistake. 

About CB Investment Management

Chris Belchamber

Chris Belchamber

-Founder, CBIM

“Whether you choose to manage your own assets or work with an investment manager, I want to give you the tools to enable you to stay on the path to prosperity.”
– Chris Belchamber

Chris Belchamber holds a Math MA from Oxford University. He has been an investment professional since 1984. His first investment book was published by Credit Suisse First Boston in 1988.

Chris was recruited by JPMorgan in 1989 to run their UK Sterling Bond Sales and Trading and then focused on Proprietary Trading, where he was promoted to Managing Director. He presented JPMorgan’s UK Bond Market’s development paper, endorsed by Margaret Thatcher, to the Bank of England in 1989. In 2003, he started his RIA in the US. His second book was published in 2021 and describes the difference between the most successful investors of all time and everyone else.

“In life and investing, I have found that the best way to evolve starts with finding out who is best at what they do, understand it, and then incorporate it into your own process.”
– Chris Belchamber

TESTIMONIALS

Chris Belchamber has been my investment manager for over ten years now. During this time he has managed my finances with great skill and success, they are in extremely safe hands. His knowledge, experience and track record are second to none, and I have absolute confidence in him. On a personal level, Chris is always available to advise and discuss – he is patient and supportive. I would recommend his services to anyone who wishes to Invest Like the Best and see their investments grow safely and surely.

– Clare M

 

CB Investment Management takes a superior approach in which greater returns are achieved while simultaneously taking on less risk than conventional methods. They have been a trusted partner and a wonderful resource through these volatile and changing times. We are very happy (and relieved) to have Chris Belchamber managing our investment portfolio.

– David L

Chris Belchamber is a brilliant investment professional who is extremely knowledgeable and experienced. He is also a natural teacher who can explain things to someone who is not into finance. His book, “Invest Like the Best,” and his blogs demonstrate his willingness to share what he knows generously. He sincerely values integrity and transparency and it is clear that he has his clients’ best interests in mind. I completely trust and highly recommend him!

– Tamara L. Baker

At CB Investment Management

our mission

CB Investment Management’s mission is to make a difference through finance to improve people’s lives

To help people avoid investment and planning pitfalls and enable lasting success for a comfortable retirement

Through a personalized discovery process, we ensure investment suitability and better planning while offering transparency, information and educational access, with accountability to the highest possible standards