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 provides comprehensive portfolio management and financial planning to high-net-worth individuals, trusts, foundations, family limited partnerships, corporations and institutional clients. The firm manages assets on a discretionary basis and offers tailored investment services across separately managed accounts and retirement accounts. The firm’s investment process blends asset-allocation frameworks with quantitative, qualitative, technical and cyclical analysis, and employs a mix of ETFs, mutual funds, individual securities, fixed income and options. Notably, the adviser uses derivatives strategies, including options, within separately managed accounts as part of its portfolio management approach — a capability that is uncommon among independent peers. The practice manages roughly $25.2 million for a very small client base and emphasizes relationships with higher-net-worth and institutional clients rather than retail, non‑HNW individuals. The principal brings long experience in institutional and private-bank settings and holds the CFA designation, and the firm operates on a discretionary, custodian-held model with standard quarterly reporting.
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.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 15
|
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