A complete list of active advisors currently associated with CDB Advisory & Consulting

Warmer can help you find a great advisor at CDB Advisory & Consulting or one who fits your needs even better.

CDB Advisory & Consulting is a California-registered, sole-proprietorship advisory firm that offers comprehensive portfolio management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, corporations, charitable organizations and foundations. The firm’s brochure describes discretionary asset-management services that may include individual stocks, bonds, ETFs, mutual funds, options and other public and private securities. The firm’s investment process draws on multiple methods of analysis — charting/technical, cyclical, qualitative and quantitative — and implements asset-allocation strategies from strategic to tactical and core-satellite, with ongoing monitoring and periodic rebalancing. Portfolios may include ETFs, mutual funds and fixed-income securities, and the firm generally manages accounts on a discretionary basis with custodial execution through Schwab. Noteworthy for an independent single-advisor practice, the brochure reports the firm manages roughly $25.2 million in discretionary assets and includes institutional client types such as private and public foundations and corporations, indicating it provides institutional portfolio management that is less common among peers. The brochure also discloses the use of derivatives and options within separately managed accounts, an investment approach that a small minority of similar independent firms report using.

To learn more about the advisors currently working at CDB Advisory & Consulting, 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.