CB Investment Management

CB Investment Management

1 hire on Thervo
1 employee
19 years in business

About this pro

Exceptional Asset Management. Over 30 years international trading and investment experience. JP Morgan Managing Director on Proprietary Trading Desk, London.




The daily challenge to understand the situation and make the best possible decisions. Constantly find better ways to do what I do.

Investing is a passion of mine for 36 years, and I work constantly to communicate what investors need to know. I am currently writing a book on this. Bringing results and improving clients confidence, understanding and results lets me see the benefits of less stress, and a more stable environment for planning.

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West McLean, VA 22102
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What is your typical process for working with a new customer?

Introductory meeting, phone call, or webinar.

Everything starts with the client, so listening is the most important part. I have a step by step approach, with education and full transparency, and will work with clients from first principles so that a client not only moves in the right direction but understands each step.

Services offered