CLBI Investments Inc

The firm provides discretionary investment management services to a small, varied client base that includes individual investors (including non‑high‑net‑worth individuals), trusts and charitable organizations, as well as corporate and pension/profit‑sharing plan clients. As of December 31, 2025, the brochure reports roughly $15 million in assets under management and notes the firm manages portfolios for both individual and institutional accounts.

The firm describes its investment approach as opportunistic and conservative, combining fundamental, technical, and cyclical analysis with an emphasis on preservation of capital, use of short‑term cash equivalents, and a bias toward short‑duration fixed income when appropriate. Accounts are managed on a fully discretionary basis and the firm charges percentage‑of‑assets fees billed quarterly in arrears, with the brochure indicating fees may be negotiated for charitable or special situations.

Distinctive features noted in the brochure include operating as a solo practitioner who self‑supervises and a long operating history (since 1988) with an expressed intent to moderate growth to maintain individualized service. The firm’s client mix — including charitable organizations, corporate/business clients, and institutional portfolio management — and its stated decision not to sponsor private funds or use mutual funds or wrap programs are uncommon among its peers.