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Our Investment Philosophy

CBD Wealth Management’s disciplined money management approach emphasizes long-term return potential and focuses on addressing overall portfolio volatility. Your assets are invested in diversified portfolios individually tailored to reflect your risk-tolerance and financial objectives. While we cannot control market returns, we can manage your exposure to risk through disciplined asset allocation.

CBD combines both traditional and non-traditional asset classes to seek true portfolio diversification thus managing your portfolio’s downside potential risk. The intent of CBD’s approach is to deliver to you more tailored results than traditional buy-and-hold portfolios. Our clients expect active management of their money which means adjusting their portfolios as market conditions dictate.

Disclaimer: Asset allocation and/or diversification does not assure a profit or protect against loss in declining markets. No program can guarantee that any objective or goal will be achieved.