CTB Financial Services, ltd.

About

There’s a difference between having someone just manage your money and finding the best solution to your financial puzzle.

Story

We help people find the best solution to their financial challenges ... real people just like you.

We bring a new perspective, a comprehensive approach, deep technical knowledge and compassion to successful families and individuals. We are concerned about the whole gamut of your financial life, caring for all aspects of your life that impact you financially, measuring and setting each piece of your puzzle together to best fit you and what you want to do. Are you making all of your best choices? Do you have tax strategy that harmoniously complements your investments, your family and your plans for the future?

When managing portfolios for clients, we merge Nobel Prize-winning scientific research with cutting edge financial technology.Using Modern Portfolio Theory, we create truly diversified portfolios that balance volatility and return, risk and reward.