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CB Investment Management

Headquartered in LANSDOWNE, VA

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Firm Information

CB Investment Management is a registered investment advisor based in Texas. The firm manages approximately $13.4 million in assets for 73 clients, including high-net-worth individuals and individuals other than high-net-worth. CB Investment Management offers financial planning and portfolio management services for individuals. The firm is led by Chris Belchamber, who has over 20 years of experience in the financial services industry.

CB Investment Management

$13.40M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CB INVESTMENT MANAGEMENT has a total of 1 branch locations across the country.

Advisors at CB Investment Management

View All 1 Advisors

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Disclosures

There are no public disclosures for CB Investment Management.

Frequently Asked Questions (5)

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