CBIS University is an educational platform that offers current and prospective investors and consultants access to company news, research and thought leadership on key topics. These information tools are developed by our firm’s senior leaders, and continually updated to keep pace with market trends.

Our goal in providing these resources is to honor the beliefs and values of our founders, rooted in education and service.

  • Offering Memorandums
  • Audited and Unaudited Financial Statements
  • CIO Market Perspectives
  • Active Ownership
  • Impact & Justice Newsletters
  • Case Studies
  • Performance
  • Fund Fact Sheets/Investment Performance Review
  • Quarterly Podcasts and Webinars
  • Why International Small Cao
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“An investment in knowledge pays the best interest”

– Benjamin Franklin