“I have slept so much better with your knowledge and your management at the helm of our finances.  You managed to give us a combined 10.5% yield in a so-called "down" year.  Your active management style assures me of individual service frequently only available to the "rich and famous."  Your humility and determination make for a perfect combination of skills. Thank you so much for managing our money and taking such good care of all the kinds of questions that come up.”   Client testimonial.

 

“An investment in knowledge always pays the best interest”   Benjamin Franklin.

 

Successful investing is all about making the most of opportunities, while avoiding unnecessary and uncontrolled risks. This is more difficult than it sounds unless you are actively involved in trading and investing on a full time basis and have extensive experience.  To achieve the highest return for the lowest risk, especially in a volatile market, you will need a wide range of investments, tools and techniques to achieve your full investment potential. In today’s markets you really need answers to all the following questions:

 

·        Which international stocks or markets are good investments?

·        What is the best way to trade commodities, and which                                              commodities are appropriate for trading and investing?

·        Which stocks are good buys and when should they be sold?

·        Are TIPS (Treasury Inflation Protected Securities) a good              investment?

·        Should options be traded and if so how?

·        How can downside risk be controlled? What risk management        system should be used?

·        Should I buy what everyone else seems to be buying?

·        Do I own good value? 

 

Rarely do individual investors have the time or experience to get the most out of their assets. The best source of investment advice is an independent Investment Advisor with decades of experience, who is actively trading and investing his own money and works solely for his clients.

What makes an Investment Advisor a good investment?

 

There are some key distinctions between advisors that you should be aware of. Asking some questions can highlight the differences:

 

·        What proportion of time does your advisor spend talking to clients, rather than trading and investing his own money?

·        How many sources of research does your advisor use, and how independent and effective is the research?

·        What is the long term overall track record of your advisor?

·        What are the sources of your advisors remuneration? If they are not solely from clients, how can you be sure that the advice will be fully in your best interest?

 

Unless your advisor is a full time trader/investor with decades of experience in a wide range of international financial products, you are unlikely to achieve optimal results. Not only will you miss great opportunities but you may well also be taking greater risks than you need. For example, CB Investment Management client accounts all had 10% in gold in the summer of 2005, before the huge rally in gold. Another example is that client accounts had 60% of their equity allocation hedged with put options, before the equities markets fell steeply in May, 2006.

 

Benefits of an account with CB Investment Management

 

Beside market skills, trust and integrity are perhaps the most critical elements your advisor can provide.  At CB Investment Management the advisor is fully independent and receives no commission, or any form of payment for products, recommendations, referrals or securities chosen. Each client’s situation is considered individually and accounts are managed with full disclosure and transparency. In this way, clients have every opportunity to engage the advisor and grow comfortable with the decision making process.

 

·        Clients are informed the same day of any changes in their account.

·        Clients are kept up to date with key market developments and strategy.

·        Accounts are managed in line with the advisor’s own account.

·        All clients have US domestic accounts at TD Ameritrade, who also serves as custodian, and have full on line access to their TD Ameritrade account information.

·        Clients are provided with an additional free software package which enables further analysis, performance return calculations, and tax preparation reports.

 

Are investment services competitive?

CB Investment Management not only provides a fuller range of investment services than either hedge funds or mutual funds, but is also extremely competitively priced.

·        There are no upfront charges for opening an account and withdrawals can be made at any time without penalty.

·        Investment services are more personalized and can be tailored to individual investor requirements.

·        There is far greater access to the advisor, and a much greater flow of information and disclosure than the alternatives.

Client accounts may best be described as a very low risk hedge fund for a fraction of the cost. Most hedge funds charge 2% of assets per annum and 20% of profits. CB Investment Management charges a minimal 1% of assets per annum, at most, and takes no additional percentage of your profits.

Informative Web Site and Newsletter

At www.CBInvestmentManagement.com, an extensive range of financial products and information are constantly at your disposal, and are regularly updated. As a client you will have direct access to:

·        Your TD Ameritrade account as well as your own complimentary investment analysis software package.

·        A full list of over 60 newsletters written by the advisor.

·        Access to current market prices, charts, news and research.

·        Video links to insightful presentations.

·        Access to many great articles and quotations of relevance to financial markets.

·        Direct links to additional web sites with highly valuable information.

·        Calculators to help with your financial planning.

 

 

Experienced Investment Advisor

CB Investment Management is fully owned and managed by Chris Belchamber, who has over 20 years experience. A full professional history is available on the web site but here is a short summary:

·        Graduated in 1980 with an MA in mathematics from Oxford University.

·        Worked as an analyst and trader for Chase Manhattan Bank, Credit Suisse First Boston and J.P.Morgan.

·        Authored a 400 page book “The U.K. Government Bond Market” published by CSFB in 1988.

·        Managed the UK government bond desk, sales and trading, at J.P.Morgan.

·        Worked for several years on the proprietary trading desk at J.P.Morgan. Generated substantial trading profits and was promoted to Managing Director.

·        Moved to the US and became a fully independent trader/investor in 1997.

·        Started CB Investment Management in 2003 after becoming a Registered Investment Advisor.

Chris continues to actively trade/invest his own account as his primary source of income. CB Investment Management was started because Chris believes that only an independent Investment Advisor who is solely remunerated by clients can provide the full transparency, disclosure and inherent integrity necessary for clients to consistently receive the best possible advice.

This combination of independence and experience allows CB Investment Management to offer exceptional investment services. Taking advantage of this experience, market skill and personal commitment may be one of the best investments you’ll ever make.

Contact Information:

For further information, go to www.CBInvestmentManagement.com. A free initial consultation is available for qualified prospective clients by contacting Chris at cbelchamber@msn.com.