CB3

I offer transparent and accountable portfolio management. It is transparent in that you have 24×7 access to your accounts and 48-hour liquidity access to your funds. It is accountable because I trade every asset that our clients trade, thus I know why each and every client is invested as they are. You have direct access to my trading desk at 312-471-1630... You will be developing a relationship with the actual portfolio manager, not a salesperson.

Also known as: CB3 Financial Group, CB3 Financial Group, Inc.

Primary location: Brentwood United States