Individually Managed Portfolios
Customized portfolios tailored to meet your specific investing needs.
Portfolios are managed by CBIS' sub-advisers, all experienced, proven
managers with acknowledged research capabilities and strong performance
Portfolios can be structured to meet a wide range of risk tolerance levels and investing styles.
IMPs benefit from CBIS' socially responsible investing principles, as outlined in our commitment paper "Commitment to Socially Responsible Investing." IMPs also have ability to customize their SRI policy to reflect their specific concerns.
You benefit from CBIS' Manager of Manager structure.
CBIS provides a full range of services as part of its standard package:
Fixed-Income: $30 Million
Balanced: $30 Million
Growth Equity: $20 Million
Core Equity Index: $20 Million
Value Equity: $20 Million
Small Cap Index: $20 Million
International Equity: $25 Million
Please contact Nathan Ibarra (Eastern Region) at 212-503-1913 or Dan Hynes (Midwest and Western Regions) at 312-803-4722 for more information.