CLBI INVESTMENTS INC

Overview

Clbi Investments Inc. is a small, equity-focused registered investment adviser that manages discretionary portfolios for individuals, families and small businesses as well as for business and institutional clients. The firm charges fees based on a percentage of assets under management and concentrates its active management on exchange-traded securities. Advisory activities emphasize portfolio management rather than pension consulting or multi-state institutional mandates, and the firm does not position itself as an ESG-focused allocator. Investment allocation centers on liquid, exchange-traded instruments and mutual funds, with additional use of third‑party external alternative fund managers (specific managers are not listed). The boutique scale and concentrated client base suggest a hands-on, customized approach to portfolio construction, favoring equity exposure for return generation and liquidity needs.

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Location & Offices