As the financial industry is becoming increasingly complex, investors are demanding greater accountability, transparency, and independence from financial professionals. Many investors are pulling their savings away from large Wall Street institutions, national brokerage houses, and insurance companies where agents are paid commissions to sell them certain investments. Instead, these investors prefer the unbiased, non-commissioned advice provided by independent investment advisors.
CMB Portfolio Management LLC is a registered investment advisory firm. There are a number of key differences between CMB Portfolio Management and many other financial companies. Among these differences, CMB Portfolio Management has the following characteristics:
• CMB Portfolio Management is a Fiduciary
By law, registered investment advisors are held to a fiduciary standard. This means that the financial interests of clients must always come before the financial interests of the firm.
• We Provide Non-Commissioned Advice
CMB Portfolio Management only earns advisory fees. Clients may choose to pay an hourly rate for one-time research and advice, or may choose to open a managed account for ongoing advice. We do not generate commissions from transactions involving the purchase or sale of any investment.
• We Are Independent
CMB Portfolio Management is not affiliated with any bank, insurance company, mutual fund company, or broker-dealer. We are not required, motivated, or compensated to recommend any particular company’s investment or financial product to our clients.
CMB Portfolio Management LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer, solicitation, or recommendation regarding the sale or purchase of any security. Please read our full disclaimer here