The CNB Wealth Management Investment Team employs a disciplined approach to investment
management that can be tailored to fit your unique objectives. We adhere to the
fundamental investment principles that have guided us since 1919, while capitalizing on
the extensive world class research and tools available today.
Investment Strategies:
- Passive Core Portfolios – Highly diversified portfolios of low-cost index funds that cover a wide range of both equity and fixed income asset classes in a tax-efficient manner.
- Select Managers Portfolios – A mix of high-quality active managers paired with low-cost passive funds in a well-diversified portfolio that can be customized to meet client objectives.
- Dimensional Portfolios - Globally diversified portfolios that emphasize value, small cap and high profitability factors in a strategic allocation with relatively low turnover.
- ESG Portfolios - Designed for investors seeking companies that show a commitment to Environmental, Social and Governance (ESG) leadership consisting of both active managers and passive funds with ESG mandates.
- Core Equity Portfolios - High-quality individual U.S. large cap stocks that can be combined with mutual funds and ETFs for a globally diversified portfolio.
- Short-Term Income Portfolio - Short-term, investment grade fixed income funds from a wide range of bond asset classes designed to provide steady income with relatively low interest rate exposure.
- Dividend Income Portfolio - Equity and fixed income investments with a focus on dividends, and dividend growth, that is designed to provide income with moderate risk exposure.
Team of advisors
We have a team of advisors dedicated to you, providing holistic education and
advice when you need it.
Regular reviews
We will meet with you regularly to review your strategy, making adjustments
based on changes in your life.
Portfolio rebalancing
This will help maintain your asset allocation and maximize the likelihood of
reaching your goals.
Oversight
Our highly credentialed Investment Committee oversees the process to ensure
we deliver on our high standards.
Discover the CNB difference.
As the only local, full-service, community-owned financial institution in the Greater
Rochester Area, CNB is investing in you, your business, and your community. Our CNB
Wealth Management is here to service individuals, families, businesses, foundations, and
not-for-profits. Their expertise includes investments, financial planning, trust &
estate, retirement, institutional, private banking, family wealth and more. With a local
presence and commitment to concierge-level service, they will deliver an experience that
exceeds expectations.