Are you getting complacent with the stock market "always" going up? Are you prepared for it to go down? Watch our late September video on Active Portfolio Management versus Passive Investing. What is the difference and what are the benefits?
Explore our videos. "Follow Us" to see how our managed programs can benefit your wealth. Subscribe to our complimentary written monthly commentary and our periodic video reviews. Learn what social, political, and technical events are shaping the world of investing.
Is your current advisor keeping in touch with you and understanding your unique needs? Speak with our portfolio manager about your specific financial goals during your complimen-tary phone call or meeting. We are here to answer your questions.
CB3 Financial Group, Inc. (CB3) was founded in 2006 by Charles R. P. Brown III, CMT, currently the CEO and Portfolio Manager. Prior to CB3, Charles previously had a successful career trading stocks and commodities with his commodity trading advisor firm TST Capital, headquartered at the Chicago Mercantile Exchange. Charles has been trading commodities and stocks for almost thirty years. He is a member of the CMT Association and has been awarded the Chartered Market Technician (CMT) designation. There are less than 7,000 portfolio managers in the world that have attained this designation.