We Think And Work For Our Clients
CBAM was founded to minimize the irrationality, complexity and cultural conflicts that we believe define today’s institutionally dominated investment landscape.
We do not see our clients as “millennials” or “baby boomers” or a particular demographic. We see people, each with unique needs and objectives. We consider it a true privilege to curate wealth that has typically accrued as a result of a business lovingly built or a professional service dutifully rendered. We appreciate the responsibility of managing excess capital that is the tangible fruit of frugality and industry, perhaps a lifetime or more of service and sacrifice.
Thus, we have structured our service to be able to address our clients’ needs without compromise.
We are independent by choice to minimize potential conflicts; we think and work for our clients.
Our entire focus is on serving private individuals and families.
We have a boutique, bespoke approach, serving each client individually, based on their unique specific needs, supported by a referral-focused client acquisition policy.
Constantine Barry, CBAM’s principal and Chief Investment Officer, has 30 years of experience serving private clients.