CB Investment ManagemenT
At CB Investment Management, we apply our proven investment success to every aspect of wealth management. Our approach enhances all financial services, seamlessly integrating and optimizing your entire financial picture—making wealth management simpler, smarter, and more effective for life.
Resources at Your Disposal
We offer a comprehensive wealth management experience, covering investment management, financial and retirement planning, tax strategy, and more. Here’s how we can help:
Investment Management
We follow a data-driven, risk management strategy designed for capital preservation and long-term compounding. Our real-time transparency and best-practice approach help clients navigate markets with confidence and discipline.
Financial Planning
Using advanced financial modeling, we build personalized strategies that align with your goals, ensuring optimized asset allocation, cash flow management, and tax efficiency.
Retirement Planning
We help clients secure their future with precision-driven retirement strategies, using Maxifi software to maximize income, minimize risk, and ensure financial stability in later years.
Expat Specialized Services
Navigating finances as an expat comes with unique challenges. We provide tailored investment, tax, and financial strategies that align with international regulations and long-term wealth-building goals.
TAX Returns, Planning and Mitigation
Through CCB Tax Pros, we offer comprehensive tax preparation and strategic planning to optimize deductions, minimize liabilities, and ensure compliance with ever-changing tax laws.
Ultimate Savings Account
A uniquely structured high-efficient savings strategy designed to outperform traditional savings methods by leveraging the capability of the globally top ranked discount broker.
Estate Planning
We help safeguard your legacy with customized estate planning solutions, ensuring that wealth is transferred efficiently while minimizing tax burdens for future generations.
Life Insurance
As part of a well-rounded financial plan, we provide strategic life insurance solutions to protect your loved ones and enhance long-term financial security.
Investment Resources
Our investment research and expert partnerships give us an unmatched edge. We use advanced strategies beyond what most managers offer and provide access to top-tier expertise you wouldn’t find on your own.
With CB Investments and our 360 approach that encompasses all your financial needs, you’ll be in the right position to secure your financial future.
Find Out How To
Invest Like The Best
Read my book “Invest Like The Best” to learn everything I’ve learned over my decades in the financial industry, giving you all the information you need to make the best financial decisions for you and your family.
