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You > Financial Planning Strategies

Investment Planning

At Canandaigua National Bank & Trust, our investment planning process always begins the same way: by getting to know you, our customer. We realize that every investor is different, with a different set of goals. A retiree may need the assurance of dependable income with little risk, while a young executive might be looking for long-term capital appreciation.

Our tenured investment officers will work with you to learn where you are financially today, and to develop a plan that will help you get to where you want to be tomorrow. And, just as important, they’ll be there in the years ahead to help you stay on course.

ChosenTM Investment Strategies

Canandaigua National Bank & Trust offers a full range of investments options designed to meet your investment goals, risk tolerance and time horizon. Our Chosen Investment Strategies allow you to invest in the following ways:

Professionally Managed Portfolios

Chosen Structured Portfolios1

Portfolios that cover the entire reward-risk spectrum, comprised of a diverse mix of domestic and international stock and bond asset classes.

Chosen Active Portfolios

Portfolios built custom to your tolerance for risk and time horizon.

Chosen Retirement Year Portfolios1

Portfolios for an investor expecting to retire near a target year and will automatically become for conservative over time.
Flexible Investment Options

The Chosen Funds®2

Provides maximum flexibility with an open architecture for employee-sponsored retirement plans.

Chosen Folio Investing3

Build and manage your own portfolio online.
Additional Services

Custody Services

CNB maintains the custody of your assets.

Related Services:

Retirement PlanningTrust and Estate Planning |  Insurance Planning  |  Financial Planning

Chosen and The Chosen Funds are trademarks of The Canandaigua National Bank and Trust Company. Before investing using mutual funds consider the fund’s investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully. 1Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc. 2Investment options are not proprietary mutual funds and are not to be considered a recommendation of any individual security. 3Chosen Folio Investing Folios can be managed or unmanaged and are not registered investment companies. Securities products and services offered through FOLIOfn Investments, Inc. Member FINRA/SIPC.

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Chosen and The Chosen Funds are trademarks of The Canandaigua National Bank and Trust Company. Before investing using mutual funds consider the fund’s investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully. 1Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc. 2Investment options are not proprietary mutual funds and are not to be considered a recommendation of any individual security. 3Chosen Folio Investing Folios can be managed or unmanaged and are not registered investment companies. Securities products and services offered through FOLIOfn Investments, Inc. Member FINRA/SIPC.

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.