CBS FUNDING, INC.

Overview

CBS Funding, Inc. is an independent, corporation-structured registered investment adviser operating under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, and its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee structures for certain engagements. CBS Funding reports it does not pursue an ESG investing mandate. Custody and operational relationships are centralized, and the firm appears focused on delivering traditional wealth-management services rather than acting as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives