CL&B Capital Management, LLC

MCL&B Capital Management, LLC | 7583 Hunt Lane | Fayetteville | New York | 13066-1536 | 315-637-0915 x11 | Fax: 413-403-7145

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Rick Labs, CPA, CFA
Registered Investment Adviser
CL&B Capital Management, LLC
315-637-0915 x11 Fax
815-642-9396

Background

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.

Links

Here are some background links for education, certification and trade organizations that I'm especially proud to be associated with. Use your back button to return to this page.

Specific Details Institution Home Page
MBA University of San Diego
CPA American Institute of Certified Public Accountants
CFA Association for Investment Management and Research
NYSSA New York Society of Security Analysts
SEC Securities and Exchange Commission - Investment Adviser Registration Depository (must enter firm name CL&B, or IARD number 120924, to view registration)