CL&B Capital Management, LLC
Capital Management, LLC | 408B Holiday Harbour | Canandaigua, NY 14424 | and | 3213 Yorktown Dr | Tallahassee, FL 32312
| 315-637-0915 | Fax: 315-203-3920
As a pure, fee-only investment adviser, CL&B Capital Management serves only one master, the client. The firm is totally independent from brokerages, insurance companies and all other financial intermediaries. The single focus of attention is on achieving client objectives.
CL&B Capital Management was formed in Fayetteville, NY in June of 1996. My goal was to create a money management firm that would construct and maintain high-efficiency investment portfolios comprised of individual stocks and bonds for individual and family accounts. I set out to provide each account with in-depth personal attention and custom planning based on individual objectives, time horizon, risk tolerance, tax sensitivity and potential cash flow requirements. Reflecting back on my founding goals, I'm happy to report that my initial objectives have largely been achieved.
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