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You

Institutional

As advisors, we work closely with your Investment Committee to develop an effective investment strategy that incorporates your organization’s unique circumstances and mission. Mindful of your needs for cash flow and growth, CNB Wealth Management creates an optimized asset allocation that’s consistent with your Investment Policy Statement.

Not-For-Profit Services:
  • Endowment Management - Working with you as a supportive partner to make sure all your needs are met for capital, fundraising, cash flow and future growth.
  • Family Foundations - Working in partnership, we help to ensure family legacies and good works live on.
  • 403(b) Plans - We analyze the needs and objectives for you and your employees and determine investment solutions that meet your needs. 
 

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Sub-Accounting Investment Model
Required to meed NYPMIFA's standards? If so, we have created a unique, automated solution that will help simplify reporting.

reviews

Regular Reviews
We will meet with you regularly to review your strategy, making adjustments based on changes in your life.

 
fiduciary

Holistic Wealth Management and Advice
For everything from investments, to retirement and estate planning.

rebalancing

Disciplined and Personalized
Investment and financial planning solutions available depending on your situation.


 
 

Discover the CNB difference.
As the only local, full-service, community-owned financial institution in the Greater Rochester Area, CNB is investing in you, your business, and your community. Our CNB Wealth Management is here to service individuals, families, businesses, foundations, and not-for-profits. Their expertise includes investments, financial planning, trust & estate, retirement, institutional, private banking, family wealth and more. With a local presence and commitment to concierge-level service, they will deliver an experience that exceeds expectations.

 

As advisors, we work closely with your Investment Committee to develop an effective investment strategy that incorporates your organization’s unique circumstances and mission. Mindful of your needs for cash flow and growth, CNB Wealth Management creates an optimized asset allocation that’s consistent with your Investment Policy Statement.

Not-For-Profit Services:
  • Endowment Management - Working with you as a supportive partner to make sure all your needs are met for capital, fundraising, cash flow and future growth.
  • Family Foundations - Working in partnership, we help to ensure family legacies and good works live on.
  • 403(b) Plans - We analyze the needs and objectives for you and your employees and determine investment solutions that meet your needs.
 

Sub-Accounting Investment Model

Sub-Accounting Investment Model
Required to meed NYPMIFA's standards? If so, we have created a unique, automated solution that will help simplify reporting.

reviews

Regular Reviews
We will meet with you regularly to review your strategy, making adjustments based on changes in your life.

fiduciary

Holistic Wealth Management and Advice
For everything from investments, to retirement and estate planning.

rebalancing

Disciplined and Personalized
Investment and financial planning solutions available depending on your situation.


 
Discover the CNB difference.

As the only local, full-service, community-owned financial institution in the Greater Rochester Area, CNB is investing in you, your business, and your community. Our CNB Wealth Management is here to service individuals, families, businesses, foundations, and not-for-profits. Their expertise includes investments, financial planning, trust & estate, retirement, institutional, private banking, family wealth and more. With a local presence and commitment to concierge-level service, they will deliver an experience that exceeds expectations.


 

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.