CBIS : Individually Managed Portfolios

Individually Managed Portfolios

Investment Programs & Performance

Fixed Income Funds

Balanced and Equity Funds

Individually Managed Portfolios

Customized portfolios tailored to meet your specific investing needs. Portfolios are managed by CBIS' sub-advisors, all experienced, proven managers with acknowledged research capabilities and strong performance records.

Investment Objective
Portfolios can be structured to meet a wide range of risk tolerance levels and investing styles.

Investment Type

Fixed Income (Short, Intermediate, Long)
Balanced (Fixed Income and Equity)
Large Cap Core
Large Cap Value Equity
Large Cap Growth Equity
Small Capitalization Equity Index
International Equity

Socially Responsible Investing
IMPs benefit from CBIS' socially responsible investing principles, as outlined in our commitment paper "Commitment to Socially Responsible Investing." IMPs also have ability to customize their SRI policy to reflect their specific concerns.

Program Features
You benefit from CBIS' Manager of Manager structure.

Comprehensive asset manager selection process
Manager performance evaluation and assessment
Independent Custodial Services

Services
CBIS provides a full range of services as part of its standard package:

Investment consultant assigned to your relationship
Clear and concise monthly statements
Individual proxy voting report
Account in nominee form instead of "street name"
Unitized accounting available for qualified accounts
Fiscal year-end statement for audit purposes

Minimum Investment
Fixed-Income: $30 Million
Growth Equity: $20 Million
Core Equity Index: $50 Million
Value Equity and Balanced: $20 Million
Small Cap Index: $50 Million
International Equity: $50 Million

Management Fees
Please contact Fred Devlin, Vice President of Business Development and Marketing at 800-321-7194 ext. 0823.