A complete list of active advisors currently associated with CB Capital LLC
Warmer can help you find a great advisor at CB Capital LLC or one who fits your needs even better.
CB Capital LLC provides investment advisory and financial planning services to a mix of individuals, high-net-worth clients, small businesses, estates and trusts, and employer-sponsored retirement plans. The firm also offers retirement plan services and consulting to plan sponsors and delivers specialized advisory services tailored to automotive reinsurance companies. The firm’s investment approach emphasizes long-term strategic asset allocation, tax efficiency, fee minimization, and principles from behavioral economics, and it implements portfolios largely with broad-based ETFs, individual equities, and fixed income. CB Capital tailors advice through comprehensive planning, ongoing client communication, and discretionary portfolio management with periodic rebalancing to align with client objectives. What is distinctive for a solo independent adviser is the firm’s active work with pension and profit-sharing plan clients and its provision of pension consulting and retirement-plan fiduciary services under ERISA (including acting consistent with Section 3(21)/3(38) roles) while operating under PTE 2020-02 and DOL impartial conduct standards. The firm’s offerings are further informed by industry-specific experience in automotive reinsurance operations, enabling advisory work that addresses trustee requirements, tax considerations, cash-flow needs, and regulatory constraints for reinsurance-domiciled entities.
To learn more about the advisors currently working at CB Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
North Smithfield, RI
| 7
|
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