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
I work directly with clients to develop overall investment policies and objectives. The starting point differs with each unique client and account relationship. It often focuses on determining targeted rate of return, which of necessity must include an analysis of the overall level of risk willing to be assumed. Needs for liquidity, investment time horizon, tax and other factors are considered on an account by account basis. Working in conjunction with the client and the investment policies, I assume day to day responsibility for buy, hold and sell decisions within the account on an ongoing basis. Judgments are made with the utmost care and compliance with client objectives. I periodically meet with clients to communicate results, discuss overall conditions and to update client-specific objectives and other changes.