Portfolio Management Services

Investment Services to Grow and Protect Your Assets

Having a skilled investment manager who can help you navigate the current economic environment can make all the difference in protecting your assets, reaching your financial goals and building a secure future for you and your family. Whether you are just getting started in building an investment portfolio or if you have an existing portfolio that you would like to have effectively managed, turn to our portfolio management services. Our dedicated investment experts are skilled in building a diversified portfolio of equities, bonds and other instruments that balance your need for growth and desire to protect your assets. They will actively manage your account to match your personal situation as your needs and the market environment change.

Strong Portfolios Are Built on Strong Relationships:

CBTFL’s investment services philosophy is built on the idea that strong personal relationships are the key to successful investing. By getting to know you, our investment managers can build a plan that’s uniquely tailored to you. But just as importantly, by understanding who you are – your outlook, objectives and preferences – your portfolio manager can take steps and make adjustments along the way that are right in line with who you are and what you’re building for.

Protect Your Assets:

Protecting your assets doesn’t simply mean guarding against market fluctuations. Inflation, unexpected events, and increasing demands on your resources as you age all have to be anticipated and prepared for. Our investment experts can help strategically grow and protect your assets so you have the resources to live life the way you want.

Leave the Paperwork to Us:

Successful investing is also about attending to the details. We can make it easy on you by performing all of the administrative duties for you. We will collect dividend and interest payments, keep track of company name changes, stock splits, reorganizations and many more tasks that save you time and stress.

Let’s Start Building Your Successful Investment Strategy Today

In a fast-moving market environment, there is always a cost to waiting. Call our Portfolio Management Services department in our Ocala headquarters at 352-369-1000 to schedule a no-obligation appointment. Asset management and investment consultations can also be arranged at any of our North Central Florida branch offices in Ocala, Belleview, Gainesville, Summerfield and The Villages.

Investments are Not FDIC insured; Not deposits, obligations of, or guaranteed by any bank. Subject to risks, including the possible loss of principle amount invested. 

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