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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:

  • Select Managers Approach – Using our proprietary process, we identify the top managers in each asset class and build diversified portfolios customized to your objectives.
  • Dimensional Structured Portfolios - Dimensional Fund Advisor (DFA) Global portfolios that are fully diversified and designed to bridge the entire risk-reward spectrum.
  • Core Equity Portfolios - A high quality U.S. Large Cap core comprised of individual stocks, enhanced by mutual funds and exchange-traded funds for global diversification.
  • Enhanced Income Portfolios - A conservative option for investors seeking a higher level of current income in today’s challenging interest rate environment.  
  • ESG Diversified Portfolios - Designed for investors who are seeking a portfolio that invests in companies on a global basis that show a commitment to Environmental, Social and Governance leadership.  


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.



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.

This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.