Investment Opportunities with CMB
Your Path to Financial Success

Our services are tailored to our clients financial objectives, time horizon and risk tolerance. At CMB we offer a variety of investment options for our clients. The portfolios are highly diversified and actively managed, investing globally across fixed income and equities. The minimum account requirement is USD 250,000. Please see our Fees & Commissions page for the minimum trade for stocks, bonds and mutual funds.

Our brokerage account offers a unique blend of professional guidance and independent trading. Benefit from expert advice on investment opportunities while retaining the flexibility to execute trades on your own term. With this account, investors have full control over their investment decisions, enabling them to customize their portfolios to match their financial goals and risk tolerance. The minimum account requirement is USD 5,000. Per transaction. Please see our Fees & Commissions page for the minimum trade for stocks, bonds and mutual funds.

Financial Planning is the process of meeting your life goals through the proper management of your finances. This service includes comprehensive financial planning, covering areas such as, retirement, education funding, estate planning and investment strategies. Our financial advisors offer tailored advice based on our clients unique financial situation. Our minimum account requirement is USD 500,000. Please see our Fees & Commissions page for the minimum trade for stocks, bonds and mutual funds.