A complete list of active advisors currently associated with Cbs Funding, Inc.

Warmer can help you find a great advisor at Cbs Funding, Inc. or one who fits your needs even better.

CBS Funding, Inc. provides personalized investment management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non‑discretionary portfolio management, model portfolio allocation services, financial planning, and consulting for qualified retirement plans. Investment advice and portfolio design are built around each client’s objectives, time horizon, and risk tolerance, using fundamental analysis, asset allocation, periodic rebalancing, and quarterly reviews. For retirement-plan clients the firm implements written investment policy statements, monitors asset classes and investments, and offers participant education and advice alongside model portfolio options. A distinctive feature is the firm’s close affiliation with an actuarial and retirement‑plan consulting practice, which serves as a primary business focus for the principals and informs the firm’s ERISA capabilities; the brochure discloses the firm provides limited‑scope 3(21) advice and 3(38) model‑portfolio management, QDIA/default investment consulting, mapping services, and participant-directed plan support. The firm manages roughly $65 million across discretionary, non‑discretionary and assets‑under‑advisement accounts, combining plan‑oriented consulting experience with private‑client portfolio management.

To learn more about the advisors currently working at Cbs Funding, Inc., 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.