Cbg & Company, Inc.

CBG & Company, Inc. is a Registered Investment Adviser based in Indianapolis, Indiana, providing personalized Portfolio Management Services and Financial Planning and Pension Consulting Services since 2008. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients may grant discretionary authority for account management, allowing the firm to make investment decisions on their behalf. CBG & Company, Inc. acts as a fiduciary, committed to acting in clients' best interests. The firm's fee structure for portfolio management services is based on a percentage of assets under management, with fees billed quarterly. For Financial Planning services, fees are charged hourly or as a fixed fee based on the complexity of services provided. The firm offers advice on various types of investments, including equity securities, exchange-traded funds, and corporate debt securities. CBG & Company, Inc. does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, high-net-worth individuals, and pension and profit-sharing plans, with a minimum account size requirement of $100,000, which may be waived at the firm's discretion. Clients receive regular account reviews and statements from qualified custodians. The firm does not compensate third parties for client referrals and maintains strict privacy policies to protect clients' personal information.