Constantine Barry Asset Management (cbam)

Constantine Barry Asset Management (CBAM) is a SEC-registered investment adviser operating as the DBA for CB Capital Advisors, LLC. Established in 2008, CBAM offers investment supervisory services, individual portfolio management, model portfolio management, and consulting services. The firm focuses on tailoring investment strategies to individual client needs, emphasizing personalized approaches over a one-size-fits-all model. CBAM manages assets on a discretionary or non-discretionary basis, offering continuous advice based on client objectives, risk tolerance, and financial circumstances. The firm's fee structure includes fixed percentage fees based on assets under management, with performance-based fees available. Clients may be charged an annual fee ranging from 1.00% to 0.75% based on the portfolio value. Performance-based fees are calculated as a percentage of assets under management and account performance above an appropriate index, not exceeding 25%. CBAM's investment strategies involve fundamental analysis and mutual fund/ETF analysis to determine suitable investments. The firm does not vote proxies on behalf of clients and does not have custody of client accounts. CBAM does not require prepayment of fees exceeding $1200 per client more than six months in advance. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct. Clients are provided with regular account reviews and reports to monitor performance and holdings. CBAM may pay referral fees to independent referrers but does not accept compensation from non-clients. The firm does not vote proxies on behalf of clients and does not have custody of client accounts.