A Lifetime of Experience Means
A Lifetime of Resources.

During my over 40 years in the financial industry, I’ve had the privilege of working alongside the greatest minds in the business. These minds are at your disposal when working with CB Investment Management. I work with most of the research firms to ensure you have the absolute best building your financial future.

The best independent investment resources don’t come cheap. With CB Investment Management you get the benefit without the cost.

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Management? Let's Find Out!

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Who is primarily responsible for your financial success?

What is the priority metric that all the most successful investors follow?

Do you believe that either you or your portfolio has a stable risk factor?

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Does higher risk lead to a higher long term return?

Yes

Do you know what IRMAA is?

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What is the most important assumption in your financial plan?

If your objective was to compound your return by 4% per annum, but you lost 20% in a year, what would your return need to be next year to get back to your target 4% compound rate for the two year period?

What is the best assessment statistic for assessing the long term performance of your account?

Which deposit institution has the highest return for your on demand cash deposits, and widest range of short term income assets?

What info do you miss most about your taxes?

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Invest like the best

Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.

A Lifetime of Experience Means A Lifetime of Resources.

Lifetime Chairman’s Circle member of the Oxford Club

Lifetime member of Tradesmith

Lifetime Alliance Member of Stansberry Research

Independent Investment Research

Macro Analytics & Deep Financial Insight

Lifetime Total Access member of Sovereign Man

Lifetime access to forensic accountant research from Altimetry

Macro Pro Level Research from Hedgeye

Financial Freedom Through Independent Research

Institutional-Grade Market Intelligence

Where Are You In Your Wealth Management? Let's Find Out!

Invest like the best

A Lifetime of Experience Means
A Lifetime of Resources.

Where Are You In Your Wealth
Management? Let's Find Out!