Investment process, strategies, philosophies, allocations and other parameters are current as of the date indicated and are subject to change without prior notice.
CB Capital Advisors, LLC DBA Constantine Barry Asset Management (“Constantine Barry Asset Management” “CBAM” or the “Firm”) is an SEC-registered investment adviser with offices in the State of New York and Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. CBAM and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC-registered investment advisers by those states in which Constantine Barry Asset Management maintains clients. CBAM may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of Constantine Barry Asset Management, please refer to the Investment Adviser Public Disclosure website, operated by the U.S. Securities and Exchange Commission, at www.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents. This website is limited to the dissemination of general information regarding the Firm’s investment advisory services offered to U.S. residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of CBAM’s website should not be construed by any prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Any subsequent direct communication from Constantine Barry Asset Management with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Certain information contained herein has been derived from third-party sources. Although believed to be reliable, the Firm makes no representations as to the accuracy, completeness, or timeliness of any such information prepared by any unaffiliated third party incorporated herein, and take no responsibility therefore. All statements and opinions included on this website are subject to change as economic and market conditions dictate, are subject to change without notice, and do not necessarily represent the views of Constantine Barry Asset Management. Certain statements contained herein that indicate future possibilities constitute forward-looking statements. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially from those portrayed in such forward-looking statements. As such, there is no guarantee that the views or opinions expressed herein will come to pass. The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect your specific circumstances. Certain examples of general client situations, challenges, solutions and outcomes are provided for illustrative purposes only. Your experience may vary according to your individual circumstances. As such, there can be no assurance that Constantine Barry Asset Management will be able to achieve similar results for all clients in comparable situations or that any particular strategy or investment will prove profitable or equal the results portrayed herein. No portion of these examples is to be interpreted as a testimonial or endorsement of the Firm’s investment advisory services and it is not known whether the clients referenced approve of the Firm or its services. Past performance is no guarantee of future results. Investing involves risk, including the potential loss of principal, and the profitability of any particular investment strategy or product cannot be guaranteed. The investments and strategies discussed on this site involve the risk of loss and may not be suitable for you. You should consult with your personal tax, legal, and investment advisers before making any investment decision.
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