Business Description

The combination of independence and over 20 years extensive trading and investment experience enables CB Investment Management to provide exceptional and highly competitive investment services.

My service specializes in providing low cost, low risk, yet high returns. I believe that this is in the best interest of most investors, but is rarely provided.

As a trader and investor who worked successfully for years as a Managing Director on the proprietary trading desk of one of London's largest investment banks, I am now fuly focused on investing my clients assets in line with how I invest my own capital.

General Information

Gender:

Male

CRD#:

126680

Name of Custodial Firm:

TD Ameritrade

States Licensed in:

MD, VA

States Willing to do Business in:

All states up to 5 clients per state, outside MD and VA.

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Education

Academic Background

MA, Mathematics - Oxford University

Services

Investment Types:

Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Bonds, Stocks

Qualifications & Memberships

Securities Licenses:

Series 6

Firm Information

Number of Advisors in Office:

Up to 10 employees

Firm's Number of Clients:

Firm's Number of Planning Clients:

Firm's Number of Managed Clients:

Assets Managed by Firm:

$8,000,000

Advisor's Number of Clients:

Advisor's Number of Managed Clients:

Advisor's Number of Planning Clients:

Assets Managed by Advisor:

$8,000,000

Compliance

Registered Investment Advisor:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Hourly

Fee % Based on Assets:

Hourly Rate:

$100

Additional Details on Charges:

I guarantee that my fees will not exceed the national averages as supplied to me by Capital Markets Compliance. There is a declining scale according to size of assets.

Prepared By:

Chris Belchamber